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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••• N•••••
- Title
- Sr. Wealth Advisorreportedmerceradvisors.comfirm site, Sep 15, 2026
- Business email
- tnorris@merceradvisors.comreportedmerceradvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••• G••••• A••••••• I••• independent RIA currentsince Dec 17, 2025 · Owings Mills, Md
- G•••• J••••••• W••••• A••••••• independent RIA currentsince Nov 20, 2020 · Owings Mills, Md
- F•••• independent RIANov 5, 2018 to Nov 4, 2020 · West Palm Beach, Fl
- C••••••••• F•••••••• N•••••• national BDNov 23, 2016 to Aug 20, 2018 · Severn, Md
- P•••• I••••••••• A••••••• formerMay 6, 2016 to Nov 17, 2016 · Bethesda, Md
- S••••••••• formerMay 12, 2015 to Jan 6, 2016 · Fulton, Md
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 10, 2014 to Jan 22, 2015 · Annapolis, Md
- M••••• S•••••• wirehouseJun 24, 2011 to Jul 7, 2014 · Baltimore, Md
- B•••• A••••••• S••••••••• L•• formerAug 5, 2008 to May 17, 2011 · Baltimore, Md
- F•••• to G•••• J••••••• W••••• A•••••••left Nov 4, 2020, registered Nov 20, 2020 (16 days) · RIA to RIA
- C••••••••• F•••••••• N•••••• to F••••left Aug 20, 2018, registered Nov 5, 2018 (77 days) · Affiliated broker-dealer or bank to independent RIA
- P•••• I••••••••• A••••••• to C••••••••• F•••••••• N••••••left Nov 17, 2016, registered Nov 23, 2016 (6 days) · Other
- S••••••••• to P•••• I••••••••• A•••••••left Jan 6, 2016, registered May 6, 2016 (121 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••••••left Jan 22, 2015, registered May 12, 2015 (110 days) · Other
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 7, 2014, registered Jul 10, 2014 (3 days) · Wirehouse to wirehouse
- B•••• A••••••• S••••••••• L•• to M••••• S••••••left May 17, 2011, registered Jun 24, 2011 (38 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address