DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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
Kyle RayArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 11, 2021Jul 21, 2020
Colton Martinez PettyNorthwestern Mutual Investment Services,LLC no RAUMMercer Global Advisors Inc. independent RIAOtherMar 8, 2021Mar 24, 2021
Ezequiel AvilesFinancial Life Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 1, 2021Jun 9, 2021 (100 d)
Tarek Alan McaleeJoslin Capital Advisors LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAFeb 8, 2021Jun 25, 2021 (137 d)
Joshua Matthew FremitEquitable Advisors, LLC national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2021Feb 26, 2021
Andrew Charles ThompsonPersonal Capital Advisors Corporation independent RIAMercer Global Advisors Inc. independent RIARIA to RIAFeb 2, 2021Jan 25, 2022 (357 d)
Edward Francis DunphyTd Ameritrade, Inc. no RAUMMercer Global Advisors Inc. independent RIAOtherJan 11, 2021Feb 10, 2021
Stephen Frederick CordascoWisdom Planning, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJan 4, 2021Mar 31, 2022 (451 d)
William Alan McknightKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Timothy Frederick JosephWisdom Planning, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJan 4, 2021Mar 29, 2022 (449 d)
Nicholas Andrew CoppolaKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Bryan Andrew StrikeKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Andrew David MeddersKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 24, 2020
John Taylor WalkerWisdom Planning, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJan 4, 2021Mar 29, 2022 (449 d)
Richard Bradley MundyKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Adam M LeeKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
William Mark HowardKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Robert Jennings ReedPersonal Financial Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 3, 2020
Mark Lawrence EshmanClearrock Capital LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 31, 2020Jul 21, 2020
James Raymond EverittClearrock Capital LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 31, 2020Jul 21, 2020
Jill Ann JeterRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2020Feb 4, 2021 (35 d)
John L GilliganClearrock Capital LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 31, 2020Jul 23, 2021 (204 d)
Maunsel Mcdonald HickeyClearrock Capital LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 31, 2020Jul 21, 2020
Henry Luce HagenbuchClearrock Capital LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 31, 2020Jul 21, 2020
William Pemberton HinsonTruist Advisory Services, Inc. BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2020Aug 4, 2026 (2058 d)
Karrie Ann SpencerFisher Investments independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 11, 2020Jan 28, 2021 (48 d)
Annie Jean GottbehuetAdvice And Planning Services BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 2, 2020Jan 1, 2025 (1491 d)
Paul Henry BarlowCharles Schwab & Co., Inc. national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 24, 2020Jun 6, 2022 (559 d)
Herman TkachAdvice And Planning Services BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Sep 18, 2024 (1405 d)
David Obadiah RichVanguard Advisers, Inc. BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 11, 2020Apr 20, 2022 (525 d)
Luc Anthony CeciEagle Strategies LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2020Oct 28, 2020
Robert Barclift BordenBellatore Financial, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 30, 2020Jan 29, 2021 (121 d)
James Schell RyanFirst Ohio Planning, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 22, 2020Jul 23, 2020
Lori Marie FellowsGerber, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 2, 2020Jul 7, 2022 (673 d)
John Phillip MoweryO'Brien And Associates, Inc. state registeredMercer Global Advisors Inc. independent RIAOtherAug 19, 2020Mar 1, 2024 (1290 d)
Eunice Eunyoung KimMason & Associates, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 29, 2020Jun 4, 2020
Julie Renee AlbrightMadison Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 23, 2020Mar 27, 2025 (1708 d)
Vijay C PatelDragon Financial Group no RAUMMercer Global Advisors Inc. independent RIAOtherJul 21, 2020Feb 26, 2019
Erik William ThurnherPhysicians' Financial Advisors unclassifiedMercer Global Advisors Inc. independent RIAOtherJul 3, 2020Jan 14, 2020
Carin Pankros RomanCcp, Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 11, 2020Feb 21, 2020
Kenneth ChavisEmpirical Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 12, 2020Feb 9, 2021 (273 d)
Ignatius J D'AnnaCharles Schwab & Co., Inc. national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 8, 2020Apr 15, 2022 (707 d)
David Eugene GardnerConfluence Financial Advisors unclassifiedMercer Global Advisors Inc. independent RIAOtherMar 31, 2020Apr 1, 2019
William Thomas McnaryConfluence Financial Advisors unclassifiedMercer Global Advisors Inc. independent RIAOtherMar 31, 2020Apr 1, 2019
Renee Elizabeth PichetteConfluence Financial Advisors unclassifiedMercer Global Advisors Inc. independent RIAOtherMar 31, 2020Apr 1, 2019
Tracy Oliff JacksonJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Christopher James RogersJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
James Allen ShantonJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Caleb Samuel RodriguezJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Rudolph Edward BrandesJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Steven J DeceuninckSd Financial Pathways, LLC unclassifiedMercer Global Advisors Inc. independent RIAOtherMar 19, 2020Jan 31, 2020
Frederick Michael HanishRepublic Wealth Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 18, 2020Mar 18, 2020
David Hersh LevyRepublic Wealth Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 18, 2020May 6, 2020 (49 d)
Haana Brumder FrankStifel, Nicolaus & Company, Incorporated national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2020Mar 10, 2020
Joshua Adams BroadhurstFidelity Personal And Workplace Advisors BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2020Oct 9, 2025 (2046 d)
James Reuben JustusObjective Planning unclassifiedMercer Global Advisors Inc. independent RIAOtherFeb 29, 2020Jan 7, 2026 (2139 d)
Alan Charles HewittAl Hewitt, Inc. unclassifiedMercer Global Advisors Inc. independent RIAOtherFeb 27, 2020Dec 13, 2019
Stephanie Theresa FernandesAlliancebernstein L.P. otherMercer Global Advisors Inc. independent RIAOtherFeb 18, 2020Apr 1, 2020 (43 d)
Bennet Thomas ThonakkaraparayilRegent Wealth Management Group independent RIAMercer Global Advisors Inc. independent RIARIA to RIAFeb 12, 2020Nov 19, 2019
Anthony Joseph LabrakeAdam Financial Associates Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAFeb 12, 2020Feb 17, 2020
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779 moves match.