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

Leah Manderson

Mercer Global Advisors Inc.independent RIADenver, Co IA-onlyIAPD 6349098

Certified Financial Planner

Feed of 09/14/2026

Also filed as Leah Garnett Fulford

At current firm

1 y

since Jul 28, 2025

In the industry

12 y

since May 27, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

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 Jul 28, 2025 · Denver, Co
World Investment Advisors, LLC other
Mar 15, 2024 to Jul 16, 2025 · Alpharetta, Ga
Voya Financial Advisors, Inc. BD affiliated
Jan 19, 2023 to Feb 27, 2024 · Sandy Springs, Ga
Charles Schwab & Co., Inc. national BD
Oct 7, 2020 to Sep 14, 2022 · Alpharetta, Ga
Charles Schwab & Co., Inc. national BD
Jul 31, 2015 to Apr 19, 2017 · Houston, Tx
Garnett Enterprises, LLC unclassified
Jun 12, 2014 to Dec 31, 2014 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

World Investment Advisors, LLC to Mercer Global Advisors Inc.
left Jul 16, 2025, registered Jul 28, 2025 (12 days) · Other
Voya Financial Advisors, Inc. to World Investment Advisors, LLC
left Feb 27, 2024, registered Mar 15, 2024 (17 days) · Other
Charles Schwab & Co., Inc. to Voya Financial Advisors, Inc.
left Sep 14, 2022, registered Jan 19, 2023 (127 days) · Affiliated broker-dealer or bank to another
Garnett Enterprises, LLC to Charles Schwab & Co., Inc.
left Dec 31, 2014, registered Jul 31, 2015 (212 days) · Other

Signals

Leah Manderson left World Investment Advisors, Llc for Mercer Global Advisors Inc. (registered 2025-07-28)
Jul 16, 2025 · Advisor changed firm · fact
Leah Manderson left Voya Financial Advisors, Inc. for World Investment Advisors, Llc (registered 2024-03-15)
Feb 27, 2024 · Advisor changed firm · fact
Leah Manderson left Charles Schwab & Co., Inc. for Voya Financial Advisors, Inc. (registered 2023-01-19)
Sep 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address