DFX Intelligence
Advisor moves
Departures from Mercer Global Advisors Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dean William Young | Mercer Global Advisors Inc. independent RIA | B1b Financial Solutions state registered | RIA to a state-registered adviser | Jan 4, 2024 | Jan 8, 2024 |
| Lawrence David Shaw | Mercer Global Advisors Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 4, 2024 | Jan 9, 2024 |
| Phillip Miodowski | Mercer Global Advisors Inc. independent RIA | Calamos Wealth Management LLC independent RIA | RIA to RIA | Dec 1, 2023 | Dec 1, 2023 |
| Bradley Loren Anderson | Mercer Global Advisors Inc. independent RIA | Mainsail Financial Group independent RIA | RIA to RIA | Nov 1, 2023 | Mar 4, 2024 (124 d) |
| Bethany Paige Tice | Mercer Global Advisors Inc. independent RIA | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | Oct 3, 2023 | Jan 31, 2024 (120 d) |
| Kevin Lamar Rainwater | Mercer Global Advisors Inc. independent RIA | Bluechip Wealth Advisors LLC independent RIA | RIA to RIA | Sep 22, 2023 | Oct 2, 2023 |
| Chase Ryan Carmichael | Mercer Global Advisors Inc. independent RIA | Gw&K Investment Management, LLC independent RIA | RIA to RIA | Sep 21, 2023 | Jan 9, 2024 (110 d) |
| Jordan Cowart | Mercer Global Advisors Inc. independent RIA | Westwood Wealth Management mixed wealth | RIA to RIA | Sep 21, 2023 | Oct 2, 2023 |
| Jonathan Lee Vance | Mercer Global Advisors Inc. independent RIA | Forvis Mazars Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 15, 2023 | Sep 26, 2023 |
| Sarah Marie Tenhundfeld | Mercer Global Advisors Inc. independent RIA | Truepoint, Inc. independent RIA | RIA to RIA | Aug 18, 2023 | Jan 2, 2024 (137 d) |
| Gurvir Singh Grewal | Mercer Global Advisors Inc. independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 26, 2023 | Jun 13, 2024 (323 d) |
| Josh David Lozow | Mercer Global Advisors Inc. independent RIA | Bok Financial Private Wealth, Inc. independent RIA | RIA to RIA | Jun 30, 2023 | Apr 3, 2024 (278 d) |
| Amy Jo Van Lierop | Mercer Global Advisors Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Oct 24, 2023 (131 d) |
| Jesse-Jelle Boot | Mercer Global Advisors Inc. independent RIA | Bip Wealth, LLC independent RIA | RIA to RIA | May 19, 2023 | Feb 2, 2024 (259 d) |
| David Bruce Mirsky | Mercer Global Advisors Inc. independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 28, 2023 | Feb 19, 2025 (663 d) |
| Jeffrey Tyler Shaver | Mercer Global Advisors Inc. independent RIA | 34 Financial, LLC independent RIA | RIA to RIA | Apr 28, 2023 | Jan 4, 2024 (251 d) |
| Joseph P Young | Mercer Global Advisors Inc. independent RIA | 34 Financial, LLC independent RIA | RIA to RIA | Apr 28, 2023 | Jan 18, 2024 (265 d) |
| Geoff L. Nelson | Mercer Global Advisors Inc. independent RIA | Cibc Private Wealth Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 3, 2023 | Apr 13, 2023 |
| Andrea Joy Easterling | Mercer Global Advisors Inc. independent RIA | Pattern no RAUM | RIA to a newly registered adviser | Mar 27, 2023 | Apr 13, 2023 |
| John L Gilligan | Mercer Global Advisors Inc. independent RIA | Robertson Stephens independent RIA | RIA to RIA | Mar 20, 2023 | Mar 29, 2023 |
| David T Weitz | Mercer Global Advisors Inc. independent RIA | Unified Investment Management no RAUM | RIA to a newly registered adviser | Mar 16, 2023 | May 1, 2023 (46 d) |
| Frank Tamplin | Mercer Global Advisors Inc. independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2023 | Mar 23, 2023 |
| Ryan Malec | Mercer Global Advisors Inc. independent RIA | Unified Investment Management no RAUM | RIA to a newly registered adviser | Mar 16, 2023 | Apr 27, 2023 (42 d) |
| Corey Marshall Bird | Mercer Global Advisors Inc. independent RIA | Fortitude Family Office independent RIA | RIA to RIA | Feb 2, 2023 | Aug 27, 2024 (572 d) |
| Aaron Boyce | Mercer Global Advisors Inc. independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 18, 2023 | Sep 22, 2023 (247 d) |
| Lanie Elizabeth Nikes | Mercer Global Advisors Inc. independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jan 13, 2023 | Jan 3, 2024 (355 d) |
| Jill Ann Jeter | Mercer Global Advisors Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2023 | Feb 18, 2025 (774 d) |
| Matthew William Sheets | Mercer Global Advisors Inc. independent RIA | Vision Capital Management Inc independent RIA | RIA to RIA | Jan 6, 2023 | Jan 1, 2025 (726 d) |
| David Allen Cain | Mercer Global Advisors Inc. independent RIA | Castleview Partners, LLC independent RIA | RIA to RIA | Jan 3, 2023 | Sep 14, 2023 (254 d) |
| Dennis Ryan Overstreet | Mercer Global Advisors Inc. independent RIA | Openair Financial, LLC independent RIA | RIA to RIA | Dec 19, 2022 | Feb 27, 2023 (70 d) |
| Raphael Aziz | Mercer Global Advisors Inc. independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2022 | Mar 14, 2023 (103 d) |
| Nicholas Andrew Coppola | Mercer Global Advisors Inc. independent RIA | Power Wealth Management independent RIA | RIA to RIA | Nov 30, 2022 | Jun 8, 2023 (190 d) |
| Alan Charles Hewitt | Mercer Global Advisors Inc. independent RIA | Hewitt Wealth Management Inc. state registered | RIA to a state-registered adviser | Nov 30, 2022 | Apr 5, 2024 (492 d) |
| Veronica Rubio | Mercer Global Advisors Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 20, 2022 | Nov 2, 2022 |
| Erin Danielle Bluske | Mercer Global Advisors Inc. independent RIA | Fsc Securities Corporation BD affiliated | RIA to affiliated broker-dealer or bank | Oct 14, 2022 | Oct 17, 2022 |
| Angel Ivan Colon | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 5, 2022 | Jul 14, 2022 |
| Laura Anne Cuber | Mercer Global Advisors Inc. independent RIA | Bartlett & Co. Wealth Management LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jul 20, 2022 |
| Howard Reid Johnson | Mercer Global Advisors Inc. independent RIA | Iams Wealth Management, LLC independent RIA | RIA to RIA | Jun 30, 2022 | May 24, 2024 (694 d) |
| Carter Brower | Mercer Global Advisors Inc. independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 16, 2022 | May 6, 2022 |
| Christopher Houghton | Mercer Global Advisors Inc. independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 16, 2022 | May 6, 2022 |
| Kody Carl Followwill | Mercer Global Advisors Inc. independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 16, 2022 | May 20, 2022 |
| Jacquelyn M Dohse | Mercer Global Advisors Inc. independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | May 5, 2022 | Jun 1, 2022 |
| Brooks Allen | Mercer Global Advisors Inc. independent RIA | One Capital Management, LLC independent RIA | RIA to RIA | May 5, 2022 | Apr 4, 2022 |
| Caroline Paun Dougher | Mercer Global Advisors Inc. independent RIA | Aprio Wealth Management, LLC independent RIA | RIA to RIA | Apr 26, 2022 | Jan 20, 2026 (1365 d) |
| Albert Barsanti | Mercer Global Advisors Inc. independent RIA | Wise Planning, Inc. independent RIA | RIA to RIA | Apr 20, 2022 | Apr 24, 2022 |
| Joshua Matthew Fremit | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2022 | Apr 21, 2022 |
| Michael James Halloran | Mercer Global Advisors Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 18, 2024 (744 d) |
| Jesse Jimerson | Mercer Global Advisors Inc. independent RIA | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Jul 13, 2022 (99 d) |
| Joshua C Young | Mercer Global Advisors Inc. independent RIA | Bakeravenue independent RIA | RIA to RIA | Apr 4, 2022 | Mar 16, 2022 |
| Javier Ricardo Solis | Mercer Global Advisors Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Mar 10, 2022 | Mar 4, 2022 |
| Brent Williams | Mercer Global Advisors Inc. independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Mar 3, 2022 | Mar 9, 2022 |
| Carlos Antonio Hernandez | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2022 | Feb 23, 2022 |
| Jacob Martin Jaegle | Mercer Global Advisors Inc. independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Feb 20, 2022 | Feb 25, 2022 |
| Austin Allen Tanner | Mercer Global Advisors Inc. independent RIA | Evensky & Katz/Foldes Wealth Management independent RIA | RIA to RIA | Feb 20, 2022 | May 9, 2022 (78 d) |
| Christopher James Rogers | Mercer Global Advisors Inc. independent RIA | 7 Summits Investment Management, LLC state registered | RIA to a state-registered adviser | Feb 7, 2022 | Oct 1, 2024 (967 d) |
| Jamie Tabor Stone | Mercer Global Advisors Inc. independent RIA | Means Wealth Management independent RIA | RIA to RIA | Feb 2, 2022 | Feb 7, 2022 |
| Andrew Thomas Barnes | Mercer Global Advisors Inc. independent RIA | Traction Financial Partners independent RIA | RIA to RIA | Feb 2, 2022 | Sep 27, 2024 (968 d) |
| Robert Barclift Borden | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 25, 2022 | Feb 10, 2022 |
| Andrew Crim | Mercer Global Advisors Inc. independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 25, 2022 | Apr 6, 2022 (71 d) |
| Zachary John Perret | Mercer Global Advisors Inc. independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jan 25, 2022 | Feb 7, 2022 |
271 moves match.