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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Dallas, TX
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 | Dec 21, 2021 | n/a | yes | Dallas, TX|DENVER, CO | Current employment |
| QUEST CAPITAL MANAGEMENT, INC. | Former SEC adviser | Feb 12, 2001 | Mar 22, 2022 | no | DALLAS, TX|DALLAS, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Oct 22, 1996 | Dec 31, 2002 | no | DALLAS, TX|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUEST CAPITAL MANAGEMENT, INC. | MERCER GLOBAL ADVISORS INC. | Mar 22, 2022 | Dec 21, 2021 | -91 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | QUEST CAPITAL MANAGEMENT, INC. | Dec 31, 2002 | Feb 12, 2001 | -687 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114690:147363:TX:2022-03-22 | Mar 22, 2022 | Dec 21, 2021 | DALLAS, TX | Firm change after gap |