MM
Mercer, Matthew, Joseph
CRD 7526497
Firms
No current firm registrations on file.
Ownership stakes
-
The Planning Center, Inc.
Operations Manager, Shareholder · 5% – 10% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗