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Advisor at 34 FINANCIAL, LLC
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| 34 FINANCIAL, LLC | Independent wealth | Jan 4, 2024 | n/a | yes | ATLANTA, GA | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jun 30, 2022 | Apr 28, 2023 | no | DENVER, CO|ATLANTA, GA|Atlanta, GA | Previous registration |
| ACG WEALTH INC. | Former SEC adviser | Jul 7, 2009 | Dec 16, 2022 | no | ATLANTA, GA | Previous registration |
| TRIAD ADVISORS, LLC | Former SEC adviser | May 20, 2009 | Aug 4, 2009 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 14, 2005 | May 27, 2009 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | 34 FINANCIAL, LLC | Apr 28, 2023 | Jan 4, 2024 | 251 | Firm change | RIA to RIA |
| ACG WEALTH INC. | MERCER GLOBAL ADVISORS INC. | Dec 16, 2022 | Jun 30, 2022 | -169 | Firm change after gap | RIA to RIA |
| TRIAD ADVISORS, LLC | ACG WEALTH INC. | Aug 4, 2009 | Jul 7, 2009 | -28 | Firm change | Other |
| LPL FINANCIAL LLC | TRIAD ADVISORS, LLC | May 27, 2009 | May 20, 2009 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147363:329383:GA:2023-04-28 | Apr 28, 2023 | Jan 4, 2024 | ATLANTA, GA | Firm change |
| 150419:147363:GA:2022-12-16 | Dec 16, 2022 | Jun 30, 2022 | ATLANTA, GA | Firm change after gap |