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 |
|---|---|---|---|---|---|
| Henry Luce Hagenbuch | Mercer Global Advisors Inc. independent RIA | Robertson Stephens independent RIA | RIA to RIA | Jan 7, 2022 | Oct 8, 2021 |
| Frederick Michael Hanish | Mercer Global Advisors Inc. independent RIA | Old Drake, LLC state registered | RIA to a state-registered adviser | Dec 31, 2021 | Mar 22, 2022 (81 d) |
| Stephanie Lynn Anderson | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Dec 17, 2021 | Jan 12, 2022 |
| Jacqueline Dana Adler | Mercer Global Advisors Inc. independent RIA | Paradigm Money Management, LLC state registered | RIA to a state-registered adviser | Nov 17, 2021 | Jan 26, 2022 (70 d) |
| Maunsel Mcdonald Hickey | Mercer Global Advisors Inc. independent RIA | American Capital Advisory, LLC independent RIA | RIA to RIA | Nov 2, 2021 | Nov 10, 2021 |
| Brendan Maurice Reidy | Mercer Global Advisors Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Oct 1, 2021 | Oct 5, 2021 |
| Charles Allen Crowley | Mercer Global Advisors Inc. independent RIA | Veracity Capital LLC independent RIA | RIA to RIA | Sep 24, 2021 | Sep 9, 2021 |
| Yisen Cai | Mercer Global Advisors Inc. independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 24, 2021 | Aug 13, 2021 |
| Greg Alan Willsey | Mercer Global Advisors Inc. independent RIA | Noble Family Wealth independent RIA | RIA to RIA | Aug 18, 2021 | Oct 18, 2024 (1157 d) |
| Susan Alexandra Pilon | Mercer Global Advisors Inc. independent RIA | Manning & Napier Advisors, LLC mixed wealth | RIA to RIA | Aug 18, 2021 | Apr 8, 2022 (233 d) |
| Melissa Alene Pinkerton | Mercer Global Advisors Inc. independent RIA | Belleair Wealth Management, LLC independent RIA | RIA to RIA | Aug 18, 2021 | Jan 2, 2025 (1233 d) |
| David Burns Devita | Mercer Global Advisors Inc. independent RIA | Girard Advisory Services, LLC independent RIA | RIA to RIA | Jul 21, 2021 | Jul 20, 2021 |
| Christiaan Jonas Graf | Mercer Global Advisors Inc. independent RIA | Kdk Private Wealth Management independent RIA | RIA to RIA | May 24, 2021 | Apr 6, 2021 |
| Rodney Edward James | Mercer Global Advisors Inc. independent RIA | Vineyard Family Wealth Advisors independent RIA | RIA to RIA | Mar 29, 2021 | Sep 22, 2022 (542 d) |
| Kyle Ray | Mercer Global Advisors Inc. independent RIA | Steelpeak Wealth, LLC independent RIA | RIA to RIA | Mar 1, 2021 | Sep 23, 2021 (206 d) |
| Kenneth Chavis | Mercer Global Advisors Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 1, 2021 | Mar 8, 2021 |
| Vijay C Patel | Mercer Global Advisors Inc. independent RIA | Ma Private Wealth, LLC independent RIA | RIA to RIA | Feb 11, 2021 | Jul 7, 2021 (146 d) |
| Vincent Ronald Gimarelli | Mercer Global Advisors Inc. independent RIA | Osborne Partners independent RIA | RIA to RIA | Dec 31, 2020 | Feb 8, 2021 (39 d) |
| Danielle La Nise Frazier | Mercer Global Advisors Inc. independent RIA | Captrust institutional | Other | Dec 31, 2020 | Jun 26, 2026 (2003 d) |
| Catherine Suzanne Franklin | Mercer Global Advisors Inc. independent RIA | Legacy Chief Financial Office, LLC independent RIA | RIA to RIA | Dec 31, 2020 | Jul 12, 2022 (558 d) |
| Louis Robert Tzamalas | Mercer Global Advisors Inc. independent RIA | Virtual Tax Planners state registered | RIA to a state-registered adviser | Dec 31, 2020 | Aug 7, 2023 (949 d) |
| Jeremy William Moniz | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2020 | Oct 29, 2021 (302 d) |
| Shishun Kryskalla | Mercer Global Advisors Inc. independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Dec 31, 2020 | Nov 16, 2021 (320 d) |
| John Anthony Bruno | Mercer Global Advisors Inc. independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2020 | Dec 12, 2022 (711 d) |
| Douglas William Suhr | Mercer Global Advisors Inc. independent RIA | Whitener Capital Management, Inc independent RIA | RIA to RIA | Dec 22, 2020 | Dec 23, 2020 |
| Gregory Vaughn Taylor | Mercer Global Advisors Inc. independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Dec 14, 2020 | Mar 6, 2025 (1543 d) |
| Sarah Louise Cannon | Mercer Global Advisors Inc. independent RIA | Resource Planning Group, Ltd. independent RIA | RIA to RIA | Dec 14, 2020 | Jan 19, 2021 (36 d) |
| Stephen In Hee Lee | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2020 | Apr 5, 2021 (166 d) |
| Elizabeth Boles Desousa | Mercer Global Advisors Inc. independent RIA | Running Point Capital Advisors LLC independent RIA | RIA to RIA | Oct 21, 2020 | Nov 25, 2020 (35 d) |
| Renae Ransdell | Mercer Global Advisors Inc. independent RIA | First Allied Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2020 | Jul 20, 2020 |
| Alexa Jo Kane | Mercer Global Advisors Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2020 | Sep 1, 2020 |
| Brandon Geoffry Kurz | Mercer Global Advisors Inc. independent RIA | Diversifi Capital Inc independent RIA | RIA to RIA | Oct 21, 2020 | Dec 22, 2023 (1157 d) |
| Caleb Samuel Rodriguez | Mercer Global Advisors Inc. independent RIA | Epstein And White Financial LLC independent RIA | RIA to RIA | Oct 21, 2020 | Sep 8, 2020 |
| Anthony Joseph Labrake | Mercer Global Advisors Inc. independent RIA | Tobias Financial Advisors independent RIA | RIA to RIA | Oct 21, 2020 | Sep 8, 2020 |
| Susan Kathleen Monaghan | Mercer Global Advisors Inc. independent RIA | Personal Capital Advisors Corporation independent RIA | RIA to RIA | Sep 14, 2020 | Sep 8, 2020 |
| Daniel Jason Aulicino | Mercer Global Advisors Inc. independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 11, 2020 | Jun 23, 2020 |
| Judith Nobue Hirotaka | Mercer Global Advisors Inc. independent RIA | Ginsburg Financial Advisors independent RIA | RIA to RIA | Mar 11, 2020 | Mar 10, 2020 |
| Christopher Robert Cacchiola | Mercer Global Advisors Inc. independent RIA | Emissary Wealth independent RIA | RIA to RIA | Mar 11, 2020 | Apr 8, 2020 |
| Marci Ann Griffin | Mercer Global Advisors Inc. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Feb 11, 2020 | Mar 16, 2020 (34 d) |
| Jesse James Pantano | Mercer Global Advisors Inc. independent RIA | Citizens Private Wealth independent RIA | RIA to RIA | Jan 20, 2020 | Feb 10, 2020 |
| Brooke Ashley Bees | Mercer Global Advisors Inc. independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Nov 20, 2019 | Feb 6, 2020 (78 d) |
| George Enrique Haas | Mercer Global Advisors Inc. independent RIA | Capital Advisors, Inc. independent RIA | RIA to RIA | Nov 5, 2019 | Nov 13, 2019 |
| Shala L Walker | Mercer Global Advisors Inc. independent RIA | Fsc Securities Corporation BD affiliated | RIA to affiliated broker-dealer or bank | Nov 5, 2019 | Feb 14, 2020 (101 d) |
| Glen Alan Rives | Mercer Global Advisors Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Oct 16, 2019 | Apr 20, 2020 (187 d) |
| John Clark Sullivan | Mercer Global Advisors Inc. independent RIA | Wealth Management Solutions independent RIA | RIA to RIA | Oct 16, 2019 | Nov 21, 2019 (36 d) |
| Skyler Kane Kraemer | Mercer Global Advisors Inc. independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Sep 23, 2019 | Feb 24, 2021 (520 d) |
| Sandra Lee Nesbit | Mercer Global Advisors Inc. independent RIA | Noble Family Wealth no RAUM | RIA to a newly registered adviser | Jul 15, 2019 | Jun 29, 2021 (715 d) |
| William Patrick Nugent | Mercer Global Advisors Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jul 15, 2019 | Jul 29, 2019 |
| Avery Douglas Wenck | Mercer Global Advisors Inc. independent RIA | Leisure Capital Management, Inc. independent RIA | RIA to RIA | Jul 15, 2019 | Jul 3, 2019 |
| Ofer Ben-Menahem | Mercer Global Advisors Inc. independent RIA | First Foundation Advisors independent RIA | RIA to RIA | Apr 16, 2019 | Apr 22, 2019 |
| Christie Gayle Kennimer | Mercer Global Advisors Inc. independent RIA | Kdk Private Wealth Management no RAUM | RIA to a newly registered adviser | Apr 1, 2019 | Aug 29, 2019 (150 d) |
| John Joseph Flanagan | Mercer Global Advisors Inc. independent RIA | Flanagan Financial Group LLC unclassified | Other | Mar 17, 2019 | Jun 6, 2019 (81 d) |
| Dustin Craig Rief | Mercer Global Advisors Inc. independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Mar 8, 2019 | Mar 12, 2019 |
| Benjamin J Kingsley | Mercer Global Advisors Inc. independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Mar 8, 2019 | Mar 12, 2019 |
| John James Shanley | Mercer Global Advisors Inc. independent RIA | Connecticut Wealth Management, LLC independent RIA | RIA to RIA | Mar 1, 2019 | Jul 16, 2019 (137 d) |
| Jalen Garrett | Mercer Global Advisors Inc. independent RIA | Lumin Financial, LLC independent RIA | RIA to RIA | Feb 13, 2019 | Feb 3, 2021 (721 d) |
| Todd A. Marotta | Mercer Global Advisors Inc. independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2019 | Apr 9, 2019 (67 d) |
| Tomiko Reyelle Arthur | Mercer Global Advisors Inc. independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Feb 1, 2019 | May 9, 2019 (97 d) |
| Matthew Joseph Wells | Mercer Global Advisors Inc. independent RIA | Transform Wealth, LLC independent RIA | RIA to RIA | Feb 1, 2019 | Aug 15, 2019 (195 d) |
| Johnathan Michael Aelmore | Mercer Global Advisors Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2019 | Mar 28, 2019 (55 d) |
271 moves match.