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

William Brightman Walter

Mercer Global Advisors Inc.independent RIAMetairie, La IA-onlyIAPD 6795059

Certified Financial Planner

Feed of 09/15/2026

Also filed as Will Walter

At current firm

0 y

since Jun 11, 2026

In the industry

23 y

since Aug 1, 2003 (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 11, 2026 · Denver, Co
LPL Financial LLC BD affiliated
Aug 21, 2025 to Jun 11, 2026 · Metairie, La
First Horizon Advisors, Inc former
Nov 7, 2024 to Aug 21, 2025 · Marrero, La
J.P. Morgan Securities LLC wirehouse
Jul 12, 2023 to Nov 2, 2024 · New Orleans, La
Morgan Stanley wirehouse
Mar 30, 2021 to Apr 10, 2023 · New Orleans, La
UBS Financial Services Inc. wirehouse
Jul 6, 2017 to Apr 1, 2021 · New Orleans, La

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Mercer Global Advisors Inc.
left Jun 11, 2026, registered Jun 11, 2026 (0 days) · Affiliated broker-dealer or bank to independent RIA
First Horizon Advisors, Inc to LPL Financial LLC
left Aug 21, 2025, registered Aug 21, 2025 (0 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to First Horizon Advisors, Inc
left Nov 2, 2024, registered Nov 7, 2024 (5 days) · Wirehouse to independent RIA
Morgan Stanley to J.P. Morgan Securities LLC
left Apr 10, 2023, registered Jul 12, 2023 (93 days) · Wirehouse to wirehouse
UBS Financial Services Inc. to Morgan Stanley
left Apr 1, 2021, registered Mar 30, 2021 (-2 days) · Wirehouse to wirehouse

Signals

William Brightman Walter left Lpl Financial Llc for Mercer Global Advisors Inc. (registered 2026-06-11)
Jun 11, 2026 · Advisor changed firm · fact
William Brightman Walter left J.P. Morgan Securities Llc for First Horizon Advisors, Inc (registered 2024-11-07)
Nov 2, 2024 · Advisor changed firm · fact
William Brightman Walter left Morgan Stanley for J.P. Morgan Securities Llc (registered 2023-07-12)
Apr 10, 2023 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address