DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist13 years in industry

Heather McMichael Molloy

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | McLean, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef318443-58d5-6493-5919-5d63333b2edd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 2, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S63
First exam: May 4, 2018
First registration: Oct 2, 2017
Dual registered: no
Other names: Heather Ann McMichael
IAPD individual key: 6862733

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	May 13, 2025	n/a	yes	DENVER, CO\|McLean, VA	Current employment
Atlas	Independent wealth	Sep 17, 2024	Apr 29, 2025	no	Round Hill, VA\|FRISCO, TX	Previous registration
MAI CAPITAL MANAGEMENT, LLC	Independent wealth	Feb 12, 2024	Sep 6, 2024	no	Leesburg, VA	Previous registration
MADISON WEALTH MANAGEMENT	Former SEC adviser	Jan 17, 2019	Jan 29, 2024	no	Leesburg, VA\|Leesburg, VA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 2, 2017	Nov 12, 2018	no	Aldie, VA\|Aldie, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Atlas	MERCER GLOBAL ADVISORS INC.	Apr 29, 2025	May 13, 2025	14	Firm change	RIA to RIA
MAI CAPITAL MANAGEMENT, LLC	Atlas	Sep 6, 2024	Sep 17, 2024	11	Firm change	RIA to RIA
MADISON WEALTH MANAGEMENT	MAI CAPITAL MANAGEMENT, LLC	Jan 29, 2024	Feb 12, 2024	14	Firm change	RIA to RIA
AVANTAX ADVISORY SERVICES	MADISON WEALTH MANAGEMENT	Nov 12, 2018	Jan 17, 2019	66	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111728:109807:VA:2024-01-29	Jan 29, 2024	Feb 12, 2024	LEESBURG, VA	Firm change

Relationships

Registered with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
May 13, 2025 to presentfactForm ADV
→ ATLASRegistered adviserregistration: previous registration
Sep 17, 2024 to Apr 29, 2025factForm ADV
→ MAI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 12, 2024 to Sep 6, 2024factForm ADV
→ MADISON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 17, 2019 to Jan 29, 2024factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 2, 2017 to Nov 12, 2018factForm ADV

Dated events

Occurred
Apr 29, 2025
Advisor changed firm
Heather Mcmichael Molloy left Atlas for Mercer Global Advisors Inc. (registered 2025-05-13)
Form ADVobserved 6 days ago
Occurred
Sep 6, 2024
Advisor changed firm
Heather Mcmichael Molloy left Mai Capital Management, Llc for Atlas (registered 2024-09-17)
Form ADVobserved 6 days ago
Occurred
Jan 29, 2024
Advisor changed firm
Heather Mcmichael Molloy left Madison Wealth Management for Mai Capital Management, Llc (registered 2024-02-12)
Form ADVobserved 6 days ago