Lawrence D Solomon

Current Employers

Employment History

• 01/2019 → 03/2021
  Mercer Global Advisors Inc.
  Mclean, VA
• 01/2011 → 12/2018
  Optifour Integrated Wealth Management Llc
  Mclean, VA
• 03/2021 → Present
  Mercer Global Advisors Inc.
  Mclean, VA

Previous Registrations

• 2011-11-14 → 2019-04-25
  Optifour Integrated Wealth Management, Llc
  Mclean, VA
• 2005-06-10 → 2006-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC
• 2003-04-23 → 2005-06-01
  Nationwide Investment Services Corporation
  Columbus, OH

Other Businesses

Member of Business Decision Makers, a market research firm located at 205 Detroit St., 6th Floor, Denver, CO, since 07/01/2020. Responds to requests for market research for financial advisors. Devotes less than 1 hour a month (0 hours during trading hours) to this activity. Receives compensation (Amazon gift cards) for this activity. The activity is not investment related. Member of Financial Advisor Community-Bellomy Market Intelligence, a market research firm located at 175 Sunnynoll Ct., Winston-Salem, NC 27106, since 01/01/2022. Responds to requests for market research for financial advisors. Devotes less than 1 hour a month (0 hours during trading hours) to this activity. Receives compensation (Amazon gift cards) for this activity. The activity is not investment related. Member of Connecting Advisors, a market research firm located at 150 W. Second Street Suite 300 Royal Oak, MI 48067, since 01/01/2022. Responds to requests for market research for financial advisors. Devotes less than 1 hour a month (0 hours during trading hours) to this activity. Receives compensation (Amazon gift cards) for this activity. The activity is not investment related. Member of GLG Councils (Gerson Lehrman Group, Inc.), a market research firm located at Gerson Lehrman Group, Inc. 301 Congress Avenue Suite 300 Austin, TX 78701, since 01/01/2022. Responds to requests for market research for financial advisors. Devotes less than 1 hour a month (0 hours during trading hours) to this activity. Receives compensation (Amazon gift cards) for this activity. The activity is not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-13
• S65 Uniform Investment Adviser Law Examination
  2004-01-26

Designations

Other Names

• Larry Solomon