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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Jordan Holland | Strategic Advisers LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2025 | Dec 22, 2025 |
| Byron Brand Snider | West Oak Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 9, 2025 | Sep 12, 2025 |
| Gerald Ira Clebanoff | West Oak Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 9, 2025 | Sep 15, 2025 |
| Jonathan Thomas Howard | West Oak Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 9, 2025 | Sep 16, 2025 |
| Michael Lamb | Cetera Investment Advisers LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 28, 2025 | Aug 3, 2026 (248 d) |
| Jesse Blalock Frehling | Altfest Personal Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 24, 2025 | Aug 26, 2025 |
| Matthew James Loughren | Vanguard Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2025 | Nov 19, 2025 |
| Ryan Charles Moore | Wealthspire Advisors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 20, 2025 | Jan 14, 2026 (55 d) |
| Kimberly Kay Eskelson | Wells Fargo Advisors wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Nov 14, 2025 | Aug 10, 2026 (269 d) |
| Daniel S Byrnes | Dimensional Fund Advisors LP asset manager | Mercer Global Advisors Inc. independent RIA | Other | Nov 13, 2025 | Jun 4, 2025 |
| Maxwell Bauer Bromley | Morningstar Investment Management LLC mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 11, 2025 | Nov 19, 2025 |
| Juan Yago Samperio Suarez | Mariner BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2025 | Nov 18, 2025 |
| Reece Macgregor Betcher | Advice And Planning Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Dec 16, 2025 (36 d) |
| Daniel Joseph Cook | Straight Path Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 6, 2025 | Dec 16, 2025 (40 d) |
| David Scott Neal | D. Scott Neal, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 3, 2025 | Apr 28, 2025 |
| Jerome George Zimmerer | D. Scott Neal, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 3, 2025 | Apr 22, 2025 |
| Richard Laurence Coles | D. Scott Neal, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 3, 2025 | Apr 14, 2025 |
| Christopher Melvin Frank Saccomanno | D. Scott Neal, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 3, 2025 | Apr 9, 2025 |
| Michael Paul Reich | D. Scott Neal, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 3, 2025 | Apr 9, 2025 |
| John Alexander Vinci | D. Scott Neal, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 3, 2025 | Apr 16, 2025 |
| Maureen N Enem | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Oct 28, 2025 | Nov 3, 2025 |
| Bryan W Cantrell | LPL Financial LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2025 | Oct 27, 2025 |
| Kent Anthony Thomson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Oct 24, 2025 | Oct 24, 2025 |
| Justin Dequan Brown | Strategic Wealth Investment Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 15, 2025 | Oct 23, 2025 |
| Constanza F.A. Low | Knickerbocker Advisors Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 6, 2025 | Jun 5, 2025 |
| Renee Weston | J.P. Morgan Securities LLC wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Sep 30, 2025 | Oct 16, 2025 |
| Chad M Stauffer | Rkl Private Wealth independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 30, 2025 | Oct 9, 2025 |
| Christopher Charles Sporer | Cibc Private Wealth Advisors, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2025 | Sep 30, 2025 |
| Lindsay Michelle Stuart | Threadline Wealth independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 15, 2025 | Oct 7, 2025 |
| Thomas Joseph Britt | Benchmark Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 10, 2025 | Sep 16, 2024 |
| Brian Miller | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 9, 2025 | Sep 23, 2025 |
| Ryan Evan Badger | Wells Fargo Advisors wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Sep 5, 2025 | Sep 25, 2025 |
| Matthew Brendon Crow | Ep Wealth Advisors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 27, 2025 | Dec 19, 2025 (114 d) |
| Darren Gee | Stratos Wealth Partners, Ltd BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 27, 2025 | Sep 8, 2025 |
| Dean Austin Lewis | Lewis Wealth Management, LLC unclassified | Mercer Global Advisors Inc. independent RIA | Other | Aug 26, 2025 | May 15, 2025 |
| Scott Thomas Paschal | Financial Partners Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 18, 2025 | Feb 12, 2025 |
| Frank Ferrell Bowling | Financial Partners Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 18, 2025 | Feb 13, 2025 |
| Michael Jerome Stanley | Financial Partners Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 18, 2025 | Mar 10, 2025 |
| Yvonne Jimenez | Vanguard Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Jul 31, 2025 |
| Keith Thomas Embree | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Aug 6, 2025 |
| Thomas Lee Lamacchio | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2025 | Aug 1, 2025 |
| Nadia Kathleen Keric | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2025 | Aug 6, 2025 |
| Belinda Roseann Richardson | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jul 21, 2025 | Jul 31, 2025 |
| Leah Manderson | World Investment Advisors, LLC other | Mercer Global Advisors Inc. independent RIA | Other | Jul 16, 2025 | Jul 28, 2025 |
| Jessica Baskin Lester | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jul 14, 2025 | Jul 30, 2025 |
| Nicholas Andrew Lyons | The Goff Financial Group independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 7, 2025 | Jul 10, 2025 |
| Daniel Lime | Ameriprise Financial Services, LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 26, 2025 | Oct 30, 2025 (126 d) |
| Hussein Elgohary | Earned Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 20, 2025 | Jul 31, 2025 (41 d) |
| Alicia Carinalli | Axxcess Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 18, 2025 | Jun 16, 2025 |
| Sarah Kelsey Pham | Lido independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 17, 2025 | Aug 13, 2025 (57 d) |
| Siegfrid Modesto Sicangco | Sanctuary Advisors, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2025 | Jul 9, 2025 |
| Christopher Gomez | Strategic Advisers LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2025 | Jun 5, 2025 |
| Raul David Palma | Charles Schwab & Co., Inc. national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2025 | Jun 17, 2025 |
| Mary Ann Sullivan | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jun 6, 2025 | Jul 24, 2026 (413 d) |
| Martin James Aspin | Lido independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 29, 2025 | May 27, 2025 |
| Victoria E Ferguson | Northstar Investment Advisory LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | May 22, 2025 | Jun 9, 2025 |
| Bryan Abraham Hernandez | J.P. Morgan Securities LLC wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | May 4, 2025 | May 27, 2025 |
| Bora Onat Yucekul | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | May 1, 2025 | Nov 5, 2025 (188 d) |
| Anthony David Flores | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 30, 2025 | Oct 30, 2025 (183 d) |
| Heather Mcmichael Molloy | Atlas independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 29, 2025 | May 13, 2025 |
776 moves match.