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
Zahid Sadiq	Mutual Advisors, LLC other	Mercer Global Advisors Inc. other	Other	Feb 9, 2015	Feb 10, 2015
Joseph Booth Young	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Mercer Global Advisors Inc. other	Other	Jan 5, 2015	Jan 16, 2015
Jason Eric Young	Windhaven Investment Management, Inc. other	Mercer Global Advisors Inc. other	Other	Dec 5, 2014	Dec 17, 2014
Lori Anne Mondello	Td Ameritrade Investment Management, LLC other	Mercer Global Advisors Inc. other	Other	Dec 1, 2014	Dec 18, 2014
Michael Lawrence Hinson	The Burney Company other	Mercer Global Advisors Inc. other	Other	Dec 1, 2014	Dec 18, 2014
Nicolas Johann Knapik	Rj Capital, LLC other	Mercer Global Advisors Inc. other	Other	Nov 14, 2014	Oct 21, 2014
Matthew Joseph Miller	Empower Advisory Group, LLC other	Mercer Global Advisors Inc. other	Other	Nov 14, 2014	Apr 27, 2015 (164 d)
Ryan Matthew Flurer	Wisdom Planning, LLC no RAUM	Mercer Global Advisors Inc. independent RIA	Other	Oct 30, 2014	Mar 30, 2022 (2708 d)
Nicholas Alexander Semko	Alliancebernstein L.P. other	Mercer Global Advisors Inc. other	Other	Aug 14, 2014	Aug 18, 2014
Benjamin William Kautz	Destination Wealth Management other	Mercer Global Advisors Inc. independent RIA	Other	Jul 9, 2014	Sep 16, 2022 (2991 d)
Duncan James Wilk	Charles Schwab & Co., Inc. national BD	Mercer Global Advisors Inc. other	Other	Jun 2, 2014	May 22, 2014
Glen Alan Rives	Raymond James & Associates, Inc. national BD	Mercer Global Advisors Inc. other	Other	Jun 2, 2014	Mar 14, 2018 (1381 d)
Kevin M Dillon	Advice And Planning Services other	Mercer Global Advisors Inc. other	Other	Mar 17, 2014	Mar 13, 2014
David Charles Haman	Concourse Financial Group Advisors other	Mercer Global Advisors Inc. other	Other	Feb 26, 2014	Mar 5, 2014
George Enrique Haas	United Capital Financial Advisors other	Mercer Global Advisors Inc. other	Other	Feb 21, 2014	Feb 27, 2014
Natalie Young	Cuna Brokerage Services, Inc. other	Mercer Global Advisors Inc. other	Other	Jan 7, 2014	Jan 28, 2014
William Edward Stadler	Nextstep Financial Planning, LLC unclassified	Mercer Global Advisors Inc. independent RIA	Other	Dec 31, 2013	Aug 26, 2025 (4256 d)
Michael Brian Wachsler	Rj Capital, LLC other	Mercer Global Advisors Inc. other	Other	Dec 12, 2013	Dec 2, 2013
Stephen Francis Shelvey	Beacon Financial Group other	Mercer Global Advisors Inc. other	Other	Dec 2, 2013	Dec 5, 2013
Darren Craig Brennan	Equitable Advisors, LLC national BD	Mercer Global Advisors Inc. other	Other	Nov 22, 2013	Jun 5, 2014 (195 d)
Dionisio Ernesto Meneses	Morgan Stanley wirehouse	Mercer Global Advisors Inc. independent RIA	Wirehouse to independent RIA	Oct 23, 2013	May 12, 2022 (3123 d)
John Howard Deardorff	Integrated Wealth Management, Inc. other	Mercer Global Advisors Inc. other	Other	Oct 8, 2013	Jun 27, 2013
Michael K Uyemura	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Mercer Global Advisors Inc. independent RIA	Wirehouse to independent RIA	Jul 26, 2013	Jan 27, 2025 (4203 d)
Leslie Ann Corley	Wells Fargo Advisors wirehouse	Mercer Global Advisors Inc. other	Other	Jul 8, 2013	Aug 22, 2013 (45 d)
Jenevieve J Lenz	M&T Securities, Inc. unclassified	Mercer Global Advisors Inc. other	Other	Jun 12, 2013	Jun 25, 2013
Marzena Beata Hanek	T. Rowe Price Advisory Services, Inc. no RAUM	Mercer Global Advisors Inc. other	Other	Jun 3, 2013	Sep 11, 2017 (1561 d)
Elisha Ann Sandhu Sanchez	T. Rowe Price Advisory Services, Inc. no RAUM	Mercer Global Advisors Inc. other	Other	Jun 3, 2013	Feb 11, 2016 (983 d)
Thomas Jon Casper	Jackson Wealth Management, LLC other	Mercer Global Advisors Inc. other	Other	Feb 4, 2013	Mar 6, 2013
Christiaan Jonas Graf	Alliancebernstein L.P. other	Mercer Global Advisors Inc. other	Other	Jan 16, 2013	Apr 4, 2017 (1539 d)
Erik John Mikkelson	Albion Wealth Management, Inc. unclassified	Mercer Global Advisors Inc. independent RIA	Other	Dec 31, 2012	Jun 26, 2023 (3829 d)
Grant Stephen Frederick	Camarda Wealth Advisory Group other	Mercer Global Advisors Inc. other	Other	Dec 17, 2012	Feb 19, 2013 (64 d)
Eric Edward Swanson	Edelman Financial Services, LLC other	Mercer Global Advisors Inc. other	Other	Dec 10, 2012	Mar 14, 2013 (94 d)
Rodney Edward James	Alliancebernstein L.P. other	Mercer Global Advisors Inc. other	Other	Oct 17, 2012	May 9, 2017 (1665 d)
Marion Anthony Jabczenski	Capital Markets Iq, LLC other	Mercer Global Advisors Inc. other	Other	Oct 2, 2012	Aug 24, 2012
Chad Edward Slaughter	Wells Fargo Advisors wirehouse	Mercer Global Advisors Inc. independent RIA	Wirehouse to independent RIA	Jul 25, 2012	Sep 19, 2024 (4439 d)
Kamden Deane Kanaly	Morgan Stanley wirehouse	Mercer Global Advisors Inc. other	Other	Mar 28, 2012	May 19, 2017 (1878 d)
Douglas Dale Gilbert	First National Capital Markets, Inc. other	Mercer Global Advisors Inc. other	Other	Mar 12, 2012	Jun 28, 2013 (473 d)
Stephen John Vettorel	Aumenti Capital Management, LLC unclassified	Mercer Global Advisors Inc. other	Other	Dec 31, 2011	Nov 25, 2014 (1060 d)
Scott Howard Levin	Nationwide Securities, LLC no RAUM	Mercer Global Advisors Inc. other	Other	Dec 9, 2011	Jul 10, 2012 (214 d)
Samuel Peter Varano	Websterrogers Financial Advisors, LLC other	Mercer Global Advisors Inc. other	Other	Nov 7, 2011	Apr 9, 2012 (154 d)
Johnathan Michael Aelmore	Wells Fargo Advisors wirehouse	Mercer Global Advisors Inc. other	Other	Sep 9, 2011	Jun 9, 2012 (274 d)
Jeffrey Dean Smith	Smith Wealth Planning, LLC unclassified	Mercer Global Advisors Inc. independent RIA	Other	Sep 1, 2011	Jan 25, 2024 (4529 d)
Michael David Shea	MML Investors Services, LLC other	Mercer Global Advisors Inc. other	Other	Feb 24, 2011	Jun 22, 2011 (118 d)
Brooke Ashley Bees	Park Avenue Securities LLC other	Mercer Global Advisors Inc. other	Other	Dec 23, 2010	Mar 4, 2011 (71 d)
Hank Brian Lobel	Td Ameritrade Investment Management, LLC other	Mercer Global Advisors Inc. other	Other	Aug 12, 2010	Oct 7, 2010 (56 d)
Jeffrey Alan Reid	Charles Schwab & Co., Inc. national BD	Mercer Global Advisors Inc. other	Other	Aug 3, 2010	Sep 29, 2015 (1883 d)
Paul Curtis Barbehenn	Andesa Strategies, Inc. unclassified	Mercer Global Advisors Inc. independent RIA	Other	Dec 31, 2009	Apr 5, 2023 (4843 d)
Melissa Diane Dresnok	Fsc Securities Corporation other	Mercer Global Advisors Inc. independent RIA	Other	Aug 18, 2009	Mar 22, 2022 (4599 d)
Susan Jillian Evans	Strategic Advisers LLC national BD	Mercer Global Advisors Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 18, 2009	Feb 26, 2019 (3660 d)
Tammy Lynn Cooper	Eisneramper Wealth Management & Corporate Benefits, LLC other	Mercer Global Advisors Inc. independent RIA	Other	Jan 13, 2009	Aug 21, 2023 (5333 d)
Matthew Joseph Wells	Banc Of America Investment Services, Inc. unclassified	Mercer Global Advisors Inc. other	Other	Dec 17, 2008	May 5, 2017 (3061 d)
Gene Lewis Dongieux	Mercer Advisors unclassified	Mercer Global Advisors Inc. other	Other	Jul 14, 2008	Jul 14, 2008
Yvonne Marie Wood	Mercer Advisors unclassified	Mercer Global Advisors Inc. other	Other	Jul 10, 2008	Jul 11, 2008
Stephen Thomas Mcelroy	Mercer Advisors unclassified	Mercer Global Advisors Inc. other	Other	Jul 10, 2008	Jul 11, 2008
Ralph Ujano	Mercer Advisors unclassified	Mercer Global Advisors Inc. other	Other	Jul 10, 2008	Jul 11, 2008
Alisa L Zufall	Van Kampen Advisors Inc unclassified	Mercer Global Advisors Inc. independent RIA	Other	Jun 25, 2008	Dec 12, 2025 (6379 d)
David Burns Devita	Vanguard Advisers, Inc. other	Mercer Global Advisors Inc. other	Other	Apr 30, 2008	May 3, 2014 (2194 d)
Melanie A Husk	Clearbridge Investments, LLC other	Mercer Global Advisors Inc. other	Other	Sep 15, 2006	Jul 18, 2012 (2133 d)
Laura Michelle Rowley	Wells Fargo Investments, LLC unclassified	Mercer Global Advisors Inc. other	Other	Jul 6, 2005	Jun 6, 2017 (4353 d)

Page 13 of 13Previous