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Dustin Cane Stiefel

Mercer Global Advisors Inc.

Colleyville, TX

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-11
  • TX RA
    APPROVED
    Since 2023-08-11

Branch Locations

26 Main Street, Colleyville, TX 76034 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steward Financial Group, Llc Colleyville TX 04/2007 07/2023
Mercer Global Advisors Inc. Colleyville TX 08/2023 Present
Previous Registrations
  • 2007-04-02 → 2023-10-31
    Steward Wealth Management
    Colleyville, TX
  • 2003-08-06 → 2007-04-19
    Advanced Planning, Inc.
    Grapevine, TX
  • 2006-01-03 → 2007-04-11
    Lpl Financial Llc
    Grapevine, TX
    Grapevine, TX
  • 2000-07-06 → 2006-01-03
    Independent Advisers Group Corp
    Grapevine, TX
  • 2005-12-21 → 2005-12-31
    Osaic Fs, Inc.
    Colleyville, TX
  • 1997-12-03 → 2005-12-20
    Osaic Fs, Inc.
    Grapevine, TX
  • 2001-06-20 → 2002-12-31
    Advanced Planning, Inc.
    Bedford, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-27
  • S63 Uniform Securities Agent State Law Examination
    1997-10-27

View on SEC IAPD

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JASI FINANCIAL, INC.
ASCENT CAPITAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JEFFREY ADAM GRANGER
AUSTIN TYLER GANSKY
Kelci McGinnis
William M Nous
MATTHEW WALLACE
Jeffrey Jay Sanders
Kristin Elaine Chevalier
TYLER D LITTLE

Other Offices

J.P. MORGAN SECURITIES LLC · COLLEYVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEYVILLE, TX
PNC WEALTH MANAGEMENT LLC · COLLEYVILLE, TX
EDWARD JONES · COLLEYVILLE, TX
LPL FINANCIAL LLC · COLLEYVILLE, TX
LPL FINANCIAL LLC · EULESS, TX
JASI FINANCIAL, INC. · GRAPEVINE, TX
ASCENT CAPITAL PARTNERS, LLC · Grapevine, TX

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