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
Vincent Ronald Gimarelli	Freestone Capital Management, LLC other	Mercer Global Advisors Inc. independent RIA	Other	Mar 16, 2018	Apr 6, 2018
Susan Fisher Todd	Ameriprise Financial Services, LLC national BD	Mercer Global Advisors Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 8, 2018	May 26, 2026 (3001 d)
Neha Pande	Ameriprise Financial Services, LLC national BD	Mercer Global Advisors Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 7, 2018	Apr 9, 2025 (2590 d)
Andrew Thomas Beck	J.P. Morgan Private Wealth Advisors LLC other	Mercer Global Advisors Inc. independent RIA	Other	Feb 20, 2018	Aug 21, 2025 (2739 d)
Geoff L. Nelson	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 15, 2018	Nov 9, 2018 (267 d)
Paul Joseph Seidman	Alpha Cubed Investments, LLC independent RIA	Mercer Global Advisors Inc. other	Other	Feb 9, 2018	Feb 15, 2018
Christopher John Curcuro	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. other	Other	Jan 26, 2018	Jan 22, 2018
Nicholas Carlyle Campbell	Ameriprise Financial Services, LLC national BD	Mercer Global Advisors Inc. other	Other	Jan 22, 2018	Feb 8, 2018
Susan Kathleen Monaghan	Act Wealth Management, LLC other	Mercer Global Advisors Inc. other	Other	Jan 16, 2018	Feb 14, 2018
Thomas Erwin Keeney	Blue Moon Wealth Advisory, LLC. unclassified	Mercer Global Advisors Inc. other	Other	Dec 31, 2017	Oct 31, 2017
Jesse Haverstock	Freestone Capital Management, LLC other	Mercer Global Advisors Inc. other	Other	Dec 13, 2017	Dec 18, 2017
Judith Nobue Hirotaka	Osborne Partners other	Mercer Global Advisors Inc. other	Other	Nov 6, 2017	Dec 18, 2017 (42 d)
Kara Leigh Duckworth	Duckworth Wealth Advisors, Inc. other	Mercer Global Advisors Inc. other	Other	Oct 12, 2017	May 18, 2017
Elizabeth Boles Desousa	Duckworth Wealth Advisors, Inc. other	Mercer Global Advisors Inc. other	Other	Oct 12, 2017	May 19, 2017
Ronald Leonard Snyder	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. other	Other	Aug 17, 2017	Aug 25, 2017
Esmond M Pabilona	Equitable Advisors, LLC national BD	Mercer Global Advisors Inc. other	Other	Jul 20, 2017	Jul 20, 2017
Richard Thomas Boyer	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. other	Other	Jul 10, 2017	Jul 20, 2017
Samuel Bennett	Edward Jones national BD	Mercer Global Advisors Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 7, 2017	Jun 13, 2018 (341 d)
Alec Andy Montoya	LPL Financial LLC other	Mercer Global Advisors Inc. other	Other	Apr 20, 2017	Apr 10, 2017
Jennifer Jae Young Baick	Freestone Capital Management, LLC other	Mercer Global Advisors Inc. other	Other	Mar 28, 2017	Apr 10, 2017
Brett Nolan Sizemore	Boston Harbor Investment Management state registered	Mercer Global Advisors Inc. independent RIA	Other	Feb 8, 2017	Jul 28, 2026 (3457 d)
Douglas David Fabian	Fabian Wealth Strategies, Inc. other	Mercer Global Advisors Inc. other	Other	Feb 7, 2017	Feb 2, 2017
Michael Lawrence Snider	Edward Jones national BD	Mercer Global Advisors Inc. other	Other	Jan 30, 2017	Feb 27, 2017
Marc Alan Normann	Scottrade Investment Management other	Mercer Global Advisors Inc. other	Other	Jan 17, 2017	Jan 19, 2017
Carl Andrew Larimore	Pegasus Advisors, LLC unclassified	Mercer Global Advisors Inc. other	Other	Dec 31, 2016	Dec 15, 2016
Brett James Landstrom	Missionsquare Retirement other	Mercer Global Advisors Inc. other	Other	Oct 19, 2016	Oct 21, 2016
Shala L Walker	Morgan Stanley wirehouse	Mercer Global Advisors Inc. independent RIA	Wirehouse to independent RIA	Sep 2, 2016	Jul 23, 2018 (689 d)
George Merrick Estes	E*Trade Capital Management, LLC other	Mercer Global Advisors Inc. other	Other	Aug 8, 2016	Oct 11, 2016 (64 d)
Johnathan Derek Finley	Wj Interests, LLC other	Mercer Global Advisors Inc. other	Other	Mar 28, 2016	May 16, 2017 (414 d)
Christopher Michael House	Advice And Planning Services other	Mercer Global Advisors Inc. other	Other	Mar 24, 2016	Mar 28, 2016
Brian Joseph Sullivan	Register Financial Advisors, LLC other	Mercer Global Advisors Inc. other	Other	Mar 15, 2016	Apr 8, 2016
David Justin Askew	Signator Investors, Inc. other	Mercer Global Advisors Inc. other	Other	Jan 5, 2016	Jan 19, 2016
Frederick Erwin Xuereb	Charles Schwab & Co., Inc. national BD	Mercer Global Advisors Inc. other	Other	Dec 31, 2015	Nov 30, 2016 (335 d)
Kevin Brady	Spruce Hill Capital, LLC other	Mercer Global Advisors Inc. other	Other	Dec 31, 2015	Jan 8, 2016
Peter John Nagle	Spruce Hill Capital, LLC other	Mercer Global Advisors Inc. other	Other	Dec 31, 2015	Jan 8, 2016
David Christopher Kerber	Robert W. Baird & Co. Incorporated other	Mercer Global Advisors Inc. other	Other	Dec 9, 2015	Jan 19, 2016 (41 d)
Emily Ann Christian	Valic Financial Advisors, Inc. other	Mercer Global Advisors Inc. other	Other	Nov 25, 2015	Sep 22, 2017 (667 d)
Richard Lawrence Elliott	Advice And Planning Services other	Mercer Global Advisors Inc. other	Other	Nov 10, 2015	May 25, 2017 (562 d)
Ryan Paul O'Leary	Sequoia Financial Group, L.L.C. other	Mercer Global Advisors Inc. other	Other	Sep 30, 2015	Dec 23, 2015 (84 d)
David Adams Gallman	E*Trade Capital Management, LLC other	Mercer Global Advisors Inc. other	Other	Sep 25, 2015	Sep 22, 2015
John Michael Ruby	Fifth Third Securities, Inc. other	Mercer Global Advisors Inc. other	Other	Sep 14, 2015	Sep 8, 2015
Brett Thomas Bartkiewicz	Wellesley Asset Management, Inc. other	Mercer Global Advisors Inc. other	Other	Sep 10, 2015	Sep 24, 2015
Jamie Tabor Stone	J.P. Morgan Securities LLC wirehouse	Mercer Global Advisors Inc. other	Other	Sep 9, 2015	Sep 4, 2015
Ryan W Bergmann	Edelman Financial Services, LLC other	Mercer Global Advisors Inc. other	Other	Aug 31, 2015	Sep 22, 2015
Jose M Garza	Usaa Financial Planning Services no RAUM	Mercer Global Advisors Inc. other	Other	Aug 27, 2015	Sep 5, 2015
Nour Alkayali	Schwab Wealth Advisory, Inc. other	Mercer Global Advisors Inc. independent RIA	Other	Aug 19, 2015	Aug 1, 2024 (3270 d)
Yisen Cai	Advocacy Wealth Management, LLC other	Mercer Global Advisors Inc. other	Other	Aug 5, 2015	Nov 27, 2017 (845 d)
Brett F Anderson	Usaa Financial Planning Services no RAUM	Mercer Global Advisors Inc. other	Other	Jul 27, 2015	Sep 21, 2015 (56 d)
Maria A Pico-Bennett	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Mercer Global Advisors Inc. other	Other	Jul 16, 2015	Feb 18, 2016 (217 d)
Christopher Ryan Jay	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. other	Other	Jul 14, 2015	Jul 24, 2015
Javier Ricardo Solis	Wells Fargo Advisors wirehouse	Mercer Global Advisors Inc. other	Other	Jul 13, 2015	Jul 16, 2015
Christopher O'Brian Jackson	Churchill Management Group other	Mercer Global Advisors Inc. other	Other	Jul 6, 2015	Jul 8, 2015
Douglas William Suhr	Advice And Planning Services other	Mercer Global Advisors Inc. other	Other	Jun 3, 2015	Jun 2, 2015
Fanny Guo	Equitable Advisors, LLC national BD	Mercer Global Advisors Inc. other	Other	May 27, 2015	Jun 4, 2015
Aaron James Langston	Destination Wealth Management other	Mercer Global Advisors Inc. independent RIA	Other	May 22, 2015	Aug 17, 2023 (3009 d)
Gary Joseph Brogna	Cambridge Investment Research Advisors, Inc. other	Mercer Global Advisors Inc. other	Other	May 6, 2015	May 11, 2015
William Patrick Nugent	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. other	Other	May 5, 2015	May 21, 2015
Geoffrey Kyle Nadler	Bmo Asset Management Corp. other	Mercer Global Advisors Inc. independent RIA	Other	Apr 24, 2015	Dec 18, 2024 (3526 d)
David Peter Reynolds	Advice And Planning Services other	Mercer Global Advisors Inc. independent RIA	Other	Mar 18, 2015	Nov 12, 2024 (3527 d)
Kathryn Marie Rodriguez	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. other	Other	Mar 13, 2015	Apr 13, 2015 (31 d)

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