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.

AdvisorFromToTypeLeftRegistered
Johnathan Michael AelmoreMercer Global Advisors Inc. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2019Mar 28, 2019 (55 d)
Johnathan Derek FinleyMercer Global Advisors Inc. independent RIAOpen Door Financial Advisors state registeredRIA to a state-registered adviserFeb 1, 2019May 18, 2021 (837 d)
Adam Jeffrey FullmerMercer Global Advisors Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseFeb 1, 2019Aug 14, 2019 (194 d)
Amanda Kathryn StandardMercer Global Advisors Inc. independent RIANovare Capital Management independent RIARIA to RIAFeb 1, 2019Jul 3, 2019 (152 d)
Ryan W BergmannMercer Global Advisors Inc. independent RIABrighton Jones LLC independent RIARIA to RIAJan 23, 2019Feb 19, 2019
Cody Richard HallMercer Global Advisors Inc. independent RIAFisher Investments independent RIARIA to RIAJan 22, 2019Apr 23, 2020 (457 d)
Ronald Leonard SnyderMercer Global Advisors Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2018Nov 14, 2018
John Michael RubyMercer Global Advisors Inc. independent RIAMai Capital Management, LLC independent RIARIA to RIASep 27, 2018Jan 3, 2019 (98 d)
Stephen Francis ShelveyMercer Global Advisors Inc. independent RIAFisher Investments independent RIARIA to RIASep 19, 2018Sep 18, 2018
Yi ZhouMercer Global Advisors Inc. independent RIAGolden Wealth Management Group unclassifiedOtherSep 19, 2018Jun 6, 2019 (260 d)
Esmond M PabilonaMercer Global Advisors Inc. independent RIAWela Financial Advisory independent RIARIA to RIASep 7, 2018Mar 6, 2019 (180 d)
Kevin BradyMercer Global Advisors Inc. independent RIAMjp Wealth Advisors independent RIARIA to RIAJul 23, 2018Dec 4, 2018 (134 d)
Paul Edward KobilkaMercer Global Advisors Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 17, 2018Feb 20, 2019 (218 d)
Ashley Jonathon ViceMercer Global Advisors Inc. independent RIASima Retirement Solutions, LLC no RAUMRIA to a newly registered adviserJun 22, 2018Jun 26, 2018
Christopher John CurcuroMercer Global Advisors Inc. independent RIATd Ameritrade, Inc. no RAUMOtherJun 4, 2018Jun 14, 2018
Kamden Deane KanalyMercer Global Advisors Inc. independent RIAKdk Private Wealth Management no RAUMRIA to a newly registered adviserMay 15, 2018Jun 20, 2019 (401 d)
Emil NazaretyanMercer Global Advisors Inc. independent RIAMission Wealth Management, LP independent RIARIA to RIAMay 4, 2018Oct 5, 2018 (154 d)
Dylan Frank Patrick YounceMercer Global Advisors Inc. independent RIAFisher Investments independent RIARIA to RIAMay 3, 2018Jul 19, 2018 (77 d)
Zachary James DevineMercer Global Advisors Inc. independent RIAEdelman Financial Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 3, 2018Apr 9, 2018
Lori Anne MondelloMercer Global Advisors Inc. otherHancock Whitney Investment Services Inc. BD affiliatedOtherMar 21, 2018Apr 25, 2018 (35 d)
Richard Lawrence ElliottMercer Global Advisors Inc. otherCitizens Securities, Inc. BD affiliatedOtherMar 9, 2018Apr 17, 2018 (39 d)
Zahid SadiqMercer Global Advisors Inc. otherMutual Advisors, LLC BD affiliatedOtherMar 9, 2018Mar 14, 2018
Richard Thomas BoyerMercer Global Advisors Inc. otherOnlinecm independent RIAOtherMar 5, 2018Jun 8, 2018 (95 d)
Maria A Pico-BennettMercer Global Advisors Inc. otherFisher Investments independent RIAOtherFeb 27, 2018Jun 14, 2022 (1568 d)
Christopher O'Brian JacksonMercer Global Advisors Inc. otherLionshare Partners LLC unclassifiedOtherDec 8, 2017Dec 12, 2017
Jonathan Daniel CaprilliMercer Global Advisors Inc. otherManchester Capital Management LLC otherOtherSep 5, 2017Nov 16, 2017 (72 d)
Ryan Scott WeichmanMercer Global Advisors Inc. otherAmeriprise Financial Services, LLC national BDOtherJun 8, 2017Jun 21, 2017
Matthew Joseph MillerMercer Global Advisors Inc. otherRollins Financial Inc otherOtherMay 25, 2017Dec 14, 2017 (203 d)
Ross Alexander KrollMercer Global Advisors Inc. otherOakwood Capital Management LLC otherOtherMay 9, 2017Aug 18, 2017 (101 d)
Peter John NagleMercer Global Advisors Inc. otherThoughtful Wealth Advisory LLC state registeredOtherApr 4, 2017Feb 5, 2026 (3229 d)
Jamie Renee MasonMercer Global Advisors Inc. otherThe Strategic Financial Alliance otherOtherJan 12, 2017Sep 29, 2017 (260 d)
Darren Craig BrennanMercer Global Advisors Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJan 3, 2017Mar 7, 2017 (63 d)
Nancy Anne NawnMercer Global Advisors Inc. otherWatchdog Planning LLC unclassifiedOtherNov 30, 2016Jan 2, 2018 (398 d)
Michael Lawrence HinsonMercer Global Advisors Inc. otherFormidable Asset Management, LLC otherOtherOct 7, 2016Dec 9, 2016 (63 d)
Steven ChambersMercer Global Advisors Inc. otherRonald Blue & Co., LLC otherOtherOct 6, 2016Oct 10, 2016
Syeda Nasira IqbalMercer Global Advisors Inc. otherSas Financial Advisors, LLC. independent RIAOtherSep 27, 2016Sep 4, 2025 (3264 d)
Ryan Paul O'LearyMercer Global Advisors Inc. otherSandy Morris Financial & Estate Planning Services, LLC independent RIAOtherAug 31, 2016May 23, 2017 (265 d)
Matthew ReakusMercer Global Advisors Inc. otherAmerican Portfolios Advisors, Inc otherOtherAug 9, 2016Dec 14, 2016 (127 d)
Jeffrey Ray LungMercer Global Advisors Inc. otherLabrum Wealth Management, LLC otherOtherAug 8, 2016Dec 7, 2017 (486 d)
Gary Joseph BrognaMercer Global Advisors Inc. otherEdelman Financial Services, LLC otherOtherJun 30, 2016Jul 1, 2016
Jeffrey Alan ReidMercer Global Advisors Inc. otherTownsend otherOtherMay 17, 2016Sep 12, 2016 (118 d)
Ralph UjanoMercer Global Advisors Inc. otherThe Ujano Advisory Group LLC state registeredOtherApr 22, 2016May 2, 2017 (375 d)
Nicolas Johann KnapikMercer Global Advisors Inc. otherRj Capital, LLC otherOtherApr 20, 2016Feb 16, 2016
Jose M GarzaMercer Global Advisors Inc. otherPnc Managed Account Solutions, Inc. otherOtherApr 20, 2016Apr 25, 2017 (370 d)
Kathryn Marie RodriguezMercer Global Advisors Inc. otherAvion Wealth otherOtherApr 20, 2016May 17, 2016
David Adams GallmanMercer Global Advisors Inc. otherFirst Capital Advisors Group, LLC otherOtherApr 20, 2016Dec 9, 2016 (233 d)
Natalie YoungMercer Global Advisors Inc. otherLighthouse Financial Services Inc otherOtherApr 20, 2016Jun 2, 2016 (43 d)
Christopher Michael HouseMercer Global Advisors Inc. otherCreative Planning independent RIAOtherApr 20, 2016Jan 1, 2026 (3543 d)
Matthew Lester ShineyMercer Global Advisors Inc. otherJ.P. Morgan Private Wealth Advisors LLC otherOtherApr 4, 2016Apr 20, 2016
Brett Thomas BartkiewiczMercer Global Advisors Inc. otherTd Private Client Wealth LLC otherOtherMar 30, 2016Apr 6, 2016
Jenevieve J LenzMercer Global Advisors Inc. otherPark Avenue Securities LLC otherOtherMar 18, 2016Aug 8, 2016 (143 d)
Kara Beth VanceMercer Global Advisors Inc. otherTimothy Financial Counsel, Inc. no RAUMOtherFeb 29, 2016Apr 7, 2016 (38 d)
Jason Tyler EagleMercer Global Advisors Inc. otherJoyn Advisors, Inc. otherOtherFeb 19, 2016Apr 4, 2016 (45 d)
Brett F AndersonMercer Global Advisors Inc. otherStrategic Advisers LLC national BDOtherDec 7, 2015May 9, 2016 (154 d)
Christopher Ryan JayMercer Global Advisors Inc. otherCi Doyle Private Wealth, LLC otherOtherNov 9, 2015Jan 15, 2016 (67 d)
Christopher Jordan LimMercer Global Advisors Inc. otherRonald Blue & Co., LLC otherOtherAug 28, 2015Sep 11, 2015
Stephen John VettorelMercer Global Advisors Inc. otherBenchmark Wealth Advisors, LLC unclassifiedOtherAug 25, 2015Mar 8, 2016 (196 d)
Theresa Frances SpathMercer Global Advisors Inc. otherSierra Investment Management, LLC otherOtherAug 6, 2015Sep 1, 2015
Garth Duane ShinnMercer Global Advisors Inc. otherAluman independent RIAOtherJul 7, 2015Sep 10, 2015 (65 d)
Jason Eric YoungMercer Global Advisors Inc. otherCreative Planning otherOtherJun 9, 2015Jun 15, 2015
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272 moves match.