DFX 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.
779 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brendan Maurice Reidy | Churchill Management Group independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 21, 2020 | Dec 10, 2020 (324 d) |
| Jason George Halko | Schwab Wealth Advisory, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2019 | Dec 12, 2024 (1829 d) |
| Timothy Harold Kallas | Summitry, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 24, 2019 | Jan 29, 2020 (97 d) |
| Nasimul Khan | Alliancebernstein L.P. other | Mercer Global Advisors Inc. independent RIA | Other | Oct 24, 2019 | Nov 7, 2019 |
| Steven Crevar | Summit Financial, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2019 | Nov 13, 2019 |
| Lanie Elizabeth Nikes | Mclaughlin Ryder Investments, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 11, 2019 | Aug 10, 2022 (1034 d) |
| Craig Alan Weidenfeller | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Sep 11, 2019 | Oct 21, 2019 (40 d) |
| Konrad Karwowski | E*Trade Capital Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 20, 2019 | Aug 26, 2024 (1833 d) |
| Michael James Halloran | John Hancock Investment Management LLC asset manager | Mercer Global Advisors Inc. independent RIA | Other | Jul 31, 2019 | Oct 8, 2019 (69 d) |
| Marci Ann Griffin | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jun 26, 2019 | Jul 23, 2019 |
| John R. Carney | Arbor Asset Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 20, 2019 | Mar 26, 2019 |
| Jesse-Jelle Boot | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jun 18, 2019 | Sep 24, 2019 (98 d) |
| Renae Ransdell | Cambridge Investment Research Advisors, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2019 | Aug 23, 2019 (67 d) |
| Todd William Laluzerne | Osaic Wealth, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2019 | Aug 26, 2019 (83 d) |
| Stephen In Hee Lee | Empirical Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 4, 2019 | Aug 23, 2019 (80 d) |
| Jeffrey Melvin Lokken | Fim Group no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2019 | Jan 25, 2019 |
| Alice Vanni Mcdermott | Fim Group no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2019 | Jan 25, 2019 |
| Renee Ann Egelski | Fim Group no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2019 | Jan 25, 2019 |
| Matthew Russell Bohrer | Fim Group no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2019 | Oct 8, 2019 (139 d) |
| Jason Scott Sobolik | Fim Group no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2019 | Jan 25, 2019 |
| Kevin David Russell | Fim Group no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2019 | Jan 25, 2019 |
| Lucas Edward Schwaller | Fim Group no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2019 | Jan 25, 2019 |
| Lawrence D Solomon | Optifour Integrated Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 25, 2019 | Apr 25, 2019 |
| Matthew William Sheets | Sigma Investment Management Company no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Apr 23, 2019 | Dec 20, 2018 |
| Joel Alan Lange | Bell Wealth Management Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 28, 2019 | Jan 25, 2019 |
| Daniel Michael Mcdermott | Mcdermott Advisory Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 17, 2019 | Jan 4, 2019 |
| Christopher Peter Blakely | Mcdermott Advisory Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 17, 2019 | Jan 4, 2019 |
| Christopher Robert Cacchiola | Beacon Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 15, 2019 | Jul 2, 2019 (109 d) |
| Rafael Antonio Arellano | Beacon Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 15, 2019 | Jul 2, 2019 (109 d) |
| Jason O'Meara | Sfg Investment Advisors, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 1, 2019 | Nov 15, 2021 (990 d) |
| Geoffrey Lee Franklin | Pruco Securities, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2019 | Nov 22, 2019 (322 d) |
| John Joseph Flanagan | Pinnacle Investment Management Inc independent RIA | Mercer Global Advisors Inc. other | Other | Dec 31, 2018 | Feb 20, 2018 |
| John James Shanley | Pinnacle Investment Management Inc independent RIA | Mercer Global Advisors Inc. other | Other | Dec 31, 2018 | Feb 20, 2018 |
| Katherine E Degiorgi | Northwestern Mutual Investment Services,LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Dec 6, 2018 | May 31, 2022 (1272 d) |
| Carlos Antonio Hernandez | Foresters Advisory Services, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2018 | Jan 15, 2019 (42 d) |
| Daniel Jason Aulicino | Advice And Planning Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2018 | Nov 26, 2018 |
| Susan Jane Portnoi | Traust Sollus Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 1, 2018 | Mar 4, 2020 (489 d) |
| Brian Michael Picariello | Traust Sollus Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 1, 2018 | Jul 2, 2019 (243 d) |
| Bryan Bielawski | Traust Sollus Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 1, 2018 | Jul 3, 2019 (244 d) |
| Brian Alexander Abatemarco | Bridgemark Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 16, 2018 | Jan 15, 2019 (91 d) |
| Xinyi Li Cresci | Team Hewins, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 12, 2018 | Nov 13, 2018 (32 d) |
| Danielle La Nise Frazier | Hfg Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 9, 2018 | Nov 1, 2018 |
| William Clinton Mcnutt | Outlook Wealth Advisors, LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Oct 5, 2018 | Nov 5, 2018 (31 d) |
| Tyler Ryan Smith | Navigoe, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 17, 2018 | Oct 29, 2018 (42 d) |
| Angel Ivan Colon | Advice And Planning Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 10, 2018 | Jul 12, 2019 (305 d) |
| Todd A. Marotta | Pnc Wealth Management BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2018 | Aug 8, 2018 |
| Stephen Lee West | Chapel & Collins, LLC unclassified | Mercer Global Advisors Inc. independent RIA | Other | Jul 31, 2018 | Nov 1, 2024 (2285 d) |
| Rebekah K Burns | Houston Asset Management, Inc. unclassified | Mercer Global Advisors Inc. independent RIA | Other | Jul 30, 2018 | Feb 13, 2020 (563 d) |
| Susan Alexandra Pilon | Raymond James & Associates, Inc. national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 20, 2018 | Aug 21, 2018 (32 d) |
| Melissa Alene Pinkerton | Raymond James & Associates, Inc. national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 20, 2018 | Aug 29, 2018 (40 d) |
| Adam Jeffrey Fullmer | Cambridge Investment Research Advisors, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2018 | Jul 25, 2018 |
| Greg Alan Willsey | Gfs Private Wealth independent RIA | Mercer Global Advisors Inc. other | Other | Jul 13, 2018 | Mar 26, 2018 |
| Sandra Lee Nesbit | Gfs Private Wealth independent RIA | Mercer Global Advisors Inc. other | Other | Jul 13, 2018 | Mar 26, 2018 |
| Ashley Jonathon Vice | Gfs Private Wealth independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 22, 2018 | Apr 9, 2018 |
| Brandon Geoffry Kurz | Aldrich Wealth LP mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 14, 2018 | Sep 12, 2018 (90 d) |
| Harold Glendon Minton | Strategic Advisers LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2018 | Aug 10, 2018 (70 d) |
| Michael William Johns | Advice And Planning Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2018 | May 11, 2018 |
| Mark Dennie Howard | Td Ameritrade, Inc. no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Apr 6, 2018 | Dec 24, 2025 (2819 d) |
| Jesse James Pantano | Blackrock Investment Management, LLC other | Mercer Global Advisors Inc. independent RIA | Other | Apr 3, 2018 | Apr 6, 2018 |
| Cody Richard Hall | Murray & Co. Asset Management,Ltd. unclassified | Mercer Global Advisors Inc. other | Other | Mar 22, 2018 | Jan 29, 2018 |