DFX Intelligence
Advisor moves
Departures from Sanford Advisory
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 |
|---|---|---|---|---|---|
| Lori Jo Bumgart | Sanford Advisory no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jul 5, 2023 | Jun 17, 2022 |
| Kristen Ann Cordell | Sanford Advisory no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jul 5, 2023 | May 26, 2022 |
| Madeline Bradley | Sanford Advisory no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jul 5, 2023 | Sep 17, 2024 (440 d) |
| Brent Walter Kerstetter | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 24, 2022 |
| Scott Michael Williams | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 24, 2022 |
| Stephen Nicholas-Jenson Bond | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 25, 2022 |
| Elizabeth Felicia Yunker | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 24, 2022 |
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7 moves match.