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
Michael David SheaMercer Global Advisors Inc. otherTransamerica Financial Advisors, LLC otherOtherJun 5, 2015Oct 28, 2015 (145 d)
Leslie Ann CorleyMercer Global Advisors Inc. otherGlobal Financial Private Capital, Inc. otherOtherApr 20, 2015May 25, 2016 (401 d)
Christopher Gregory RussellMercer Global Advisors Inc. otherMariner otherOtherJan 22, 2015Feb 17, 2015
John Howard DeardorffMercer Global Advisors Inc. otherCheck Capital Management Inc otherOtherDec 17, 2014Mar 2, 2015 (75 d)
Adam Daniel StempelMercer Global Advisors Inc. otherAriadne Wealth Management, LP no RAUMOtherDec 12, 2014Dec 9, 2014
Thomas Jon CasperMercer Global Advisors Inc. otherCreative Planning otherOtherNov 4, 2014Dec 10, 2014 (36 d)
Melanie A HuskMercer Global Advisors Inc. otherRaymond James & Associates, Inc. national BDOtherOct 4, 2014May 5, 2015 (213 d)
Emily Ann ChristianMercer Global Advisors Inc. otherValic Financial Advisors, Inc. otherOtherAug 5, 2014Mar 9, 2015 (216 d)
Michael Brian WachslerMercer Global Advisors Inc. otherRj Capital, LLC otherOtherJul 28, 2014Aug 26, 2014
Gene Lewis DongieuxMercer Global Advisors Inc. otherAriadne Wealth Management, LP no RAUMOtherJun 2, 2014Nov 24, 2014 (175 d)
Steven Richard DanielsMercer Global Advisors Inc. otherLaurel Wealth Advisors, Inc. otherOtherSep 26, 2013Oct 22, 2013
Grant Stephen FrederickMercer Global Advisors Inc. otherWater Oak Advisors, LLC otherOtherSep 3, 2013Sep 12, 2013
Natalie YoungMercer Global Advisors Inc. otherCuna Brokerage Services, Inc. otherOtherMay 18, 2013Aug 6, 2013 (80 d)
Eric Edward SwansonMercer Global Advisors Inc. otherLighthouse Financial Services Inc otherOtherApr 29, 2013Jul 8, 2013 (70 d)
Samuel Peter VaranoMercer Global Advisors Inc. otherUnited Capital Financial Advisors otherOtherMar 18, 2013Sep 30, 2013 (196 d)
Nathan John RicksMercer Global Advisors Inc. otherDental Wealth Advisors, LLC otherOtherFeb 1, 2013Feb 7, 2013
Paul Kevin MannionMercer Global Advisors Inc. otherWalpole Financial Advisors, LLC otherOtherFeb 1, 2013Feb 3, 2014 (367 d)
Scott Howard LevinMercer Global Advisors Inc. otherPnc Wealth Management otherOtherDec 21, 2012Dec 9, 2013 (353 d)
Marion Anthony JabczenskiMercer Global Advisors Inc. otherAlpha Cubed Investments, LLC otherOtherOct 29, 2012Nov 13, 2012
Daphne C HuMercer Global Advisors Inc. otherUnited Capital Financial Advisors otherOtherOct 13, 2012May 31, 2013 (230 d)
Rick Gabon Du BreuilMercer Global Advisors Inc. otherAriadne Wealth Management, LP no RAUMOtherMay 7, 2012Dec 1, 2014 (938 d)
Hester Rebekah BroadMercer Global Advisors Inc. otherResource Consulting Group, Inc. state registeredOtherMay 4, 2012Jun 20, 2012 (47 d)
Hank Brian LobelMercer Global Advisors Inc. otherLPL Financial LLC otherOtherApr 27, 2012Apr 26, 2012
Patricia Ann FahnoeMercer Global Advisors Inc. otherMission Wealth Management, LP otherOtherSep 9, 2011Sep 7, 2011
Stephen Thomas McelroyMercer Global Advisors Inc. otherHuntington Financial Advisors otherOtherSep 16, 2010Sep 3, 2010
Benjamin Paul ForgraveMercer Global Advisors Inc. otherHuntington Financial Advisors otherOtherSep 16, 2010Sep 1, 2010
Matthew Scott ShawMercer Global Advisors Inc. otherPark Avenue Securities LLC otherOtherAug 19, 2010Jul 2, 2012 (683 d)
Amy Lynn ShappellMercer Global Advisors Inc. otherLPL Financial LLC otherOtherMay 17, 2010Jul 14, 2010 (58 d)
Tammy Talya BilladeauMercer Global Advisors Inc. otherMission Wealth Management, LP otherOtherSep 15, 2009Jul 9, 2010 (297 d)
Troy William WymanMercer Global Advisors Inc. otherCenter For Financial Planning Inc otherOtherAug 27, 2009Jul 2, 2010 (309 d)
Nicholas George DefenthalerMercer Global Advisors Inc. otherCig Asset Management, Inc. otherOtherAug 27, 2009Jul 1, 2013 (1404 d)
Chad Brian HumphreyMercer Global Advisors Inc. otherValic Financial Advisors, Inc. otherOtherAug 21, 2008Aug 18, 2008
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272 moves match.