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Advisor at MERCER GLOBAL ADVISORS INC.
Allentown, PA | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Apr 5, 2023 | n/a | yes | Allentown, PA|DENVER, CO | Current employment |
| ANDESA STRATEGIES, INC. | n/a | Oct 14, 2004 | Dec 31, 2009 | no | ALLENTOWN, PA | Previous registration |
| ANDESA FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Oct 1, 2004 | May 9, 2023 | no | CENTER VALLEY, PA|ALLENTOWN, PA|ALLENTOWN, PA|ALLENTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ANDESA FINANCIAL MANAGEMENT, INC. | ANDESA STRATEGIES, INC. | May 9, 2023 | Oct 14, 2004 | -6,781 | Firm change after gap | Other |
| ANDESA STRATEGIES, INC. | MERCER GLOBAL ADVISORS INC. | Dec 31, 2009 | Apr 5, 2023 | 4,843 | Firm change after gap | Other |