LORI JO BUMGART is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with MERCER GLOBAL ADVISORS INC..
| Firm | From | To | Current |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | 2022-06-17 | present | Yes |
| SANFORD ADVISORY | 2015-11-20 | 2023-07-05 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2013-07-03 | 2020-10-16 | — |