DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Alicia Carinalli

Mercer Global Advisors Inc.independent RIABoise, Id IA-onlyIAPD 4711571

Certified Financial Planner

Feed of 09/14/2026

Also filed as Alicia Brown

At current firm

1 y

since Jun 16, 2025

In the industry

22 y

since Mar 18, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mercer Global Advisors Inc. independent RIA current
since Jun 16, 2025 · Boise, Id
Axxcess Wealth Management, LLC independent RIA
Oct 10, 2024 to Jun 18, 2025 · Eagle, Id
B.O.S.S. Retirement Advisors, LLC independent RIA
Feb 14, 2024 to Oct 14, 2024 · Lehi, Ut
Raymond James Financial Services Advisors, Inc BD affiliated
Jun 14, 2022 to Jan 31, 2024 · Caldwell, Id
Raymond James & Associates, Inc. national BD
Jun 1, 2018 to Jun 14, 2022 · Walnut Creek, Ca
Wells Fargo Advisors wirehouse
Apr 13, 2007 to Jun 6, 2018 · Santa Rosa, Ca
Legacy Advisory Services, Inc. unclassified
May 8, 2006 to Mar 23, 2007 · Petaluma, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 17, 2004 to May 4, 2006 · Menlo Park, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 19, 2004 to May 24, 2004 · San Luis Obispo, Ca

Moves

a registration end followed by a registration begin elsewhere

Axxcess Wealth Management, LLC to Mercer Global Advisors Inc.
left Jun 18, 2025, registered Jun 16, 2025 (-2 days) · RIA to RIA
B.O.S.S. Retirement Advisors, LLC to Axxcess Wealth Management, LLC
left Oct 14, 2024, registered Oct 10, 2024 (-4 days) · RIA to RIA
Raymond James Financial Services Advisors, Inc to B.O.S.S. Retirement Advisors, LLC
left Jan 31, 2024, registered Feb 14, 2024 (14 days) · Affiliated broker-dealer or bank to independent RIA
Raymond James & Associates, Inc. to Raymond James Financial Services Advisors, Inc
left Jun 14, 2022, registered Jun 14, 2022 (0 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Raymond James & Associates, Inc.
left Jun 6, 2018, registered Jun 1, 2018 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Legacy Advisory Services, Inc. to Wells Fargo Advisors
left Mar 23, 2007, registered Apr 13, 2007 (21 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Legacy Advisory Services, Inc.
left May 4, 2006, registered May 8, 2006 (4 days) · Other

Signals

Alicia Carinalli left Axxcess Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2025-06-16)
Jun 18, 2025 · Advisor changed firm · fact
Alicia Carinalli left B.O.S.S. Retirement Advisors, Llc for Axxcess Wealth Management, Llc (registered 2024-10-10)
Oct 14, 2024 · Advisor changed firm · fact
Alicia Carinalli left Raymond James Financial Services Advisors, Inc for B.O.S.S. Retirement Advisors, Llc (registered 2024-02-14)
Jan 31, 2024 · Advisor changed firm · fact
Alicia Carinalli left Raymond James & Associates, Inc. for Raymond James Financial Services Advisors, Inc (registered 2022-06-14)
Jun 14, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address