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 |
|---|---|---|---|---|---|
| Mckenna Leigh Wieser | Fruitful independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 23, 2025 | Apr 17, 2025 |
| Katherine Nicole Phillips | Ellevest independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 21, 2025 | Apr 22, 2025 |
| Garret Ring | Motley Fool Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 16, 2025 | Apr 22, 2025 |
| Mitchell Jon Fiereck | Ameriprise Financial Services, LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2025 | Apr 29, 2025 |
| Tyler Paul Teter | Lifeway Financial Corporation independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 4, 2025 | Apr 22, 2025 |
| Scott Douglas Below | Kiely Wealth Advisory Group, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 24, 2025 | Nov 4, 2024 |
| Pamela Postma | Frango Financial independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 24, 2025 | Dec 6, 2024 |
| Joseph Kinch Kiely | Kiely Wealth Advisory Group, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 24, 2025 | Nov 6, 2024 |
| Frances Ellen Goldman | Frango Financial independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 24, 2025 | Feb 14, 2025 |
| Dana Rae Delance | Mariner BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 14, 2025 | Mar 5, 2025 |
| Alyssa Rose Hinojosa Calhoun | Cam Investor Solutions independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 13, 2025 | Apr 7, 2025 |
| Katherine Anne Fincher | Mason Investment Advisory Services Inc mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2025 | Apr 11, 2025 (32 d) |
| Colin Matthew Day | Correct Capital Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 4, 2025 | Feb 28, 2025 |
| Paul Louis Oliva | Geller Advisors LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 30, 2025 | Dec 10, 2024 |
| Howard Andrew Kades | Kades & Cheifetz, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 27, 2025 | Oct 30, 2024 |
| Stephen Neil Cheifetz | Kades & Cheifetz, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 27, 2025 | Oct 25, 2024 |
| Michael Joseph Starkel | Modera Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 24, 2025 | Feb 4, 2025 |
| Adam Bashir Govani | Conquis Financial LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 21, 2025 | Jan 5, 2026 (349 d) |
| Ellie C Johnson | Robert W. Baird & Co. Incorporated mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 15, 2025 | Jan 8, 2025 |
| David Alfred Baratta | Waypoint Capital Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 8, 2025 | Jan 29, 2025 |
| Mark Arthur Pletts | Waypoint Capital Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 8, 2025 | Dec 3, 2024 |
| Nancy Marie Hughes | Waypoint Capital Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 8, 2025 | Nov 22, 2024 |
| Jon David Kennedy | Waypoint Capital Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 8, 2025 | Nov 15, 2024 |
| Madeline Claire Longo | Waypoint Capital Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 8, 2025 | Nov 20, 2024 |
| David John Stuehling | Integrated Wealth Concepts LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 6, 2025 | Jan 2, 2025 |
| Kyle David Dodrill | Deschutes Investment Consulting, LLC other | Mercer Global Advisors Inc. independent RIA | Other | Jan 3, 2025 | Jan 7, 2025 |
| John Swanson | Hightower Advisors, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Apr 8, 2025 (96 d) |
| Jack Austin Kelley | Dimensional Fund Advisors LP asset manager | Mercer Global Advisors Inc. independent RIA | Other | Dec 24, 2024 | Jan 13, 2025 |
| Manuel Antonio Lugo Garcia | Parallel Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 19, 2024 | Dec 12, 2024 |
| Bradley Alan Mickelson | Spectrum Advisors, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 17, 2024 | Mar 5, 2025 (78 d) |
| Jacqueline Steczkowski | Napatree Capital LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 12, 2024 | Dec 12, 2024 |
| Ryan M Pennington | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 12, 2024 | Feb 7, 2025 (57 d) |
| Mark De Gregorio | RBC Capital Markets, LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2024 | Dec 12, 2024 |
| Dakota Endres | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Dec 9, 2024 | Dec 16, 2024 |
| James J Kennedy | Northwestern Mutual Investment Services,LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Nov 27, 2024 | Mar 4, 2025 (97 d) |
| John Lawrence Freemire | Motley Fool Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 25, 2024 | Dec 12, 2024 |
| Colton Joseph Turner | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2024 | Nov 1, 2024 |
| Howell Knight Hallett | Kingfisher Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 7, 2024 | Nov 1, 2023 |
| Edward Brian Smyth | Kingfisher Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 7, 2024 | Nov 1, 2023 |
| Dennis Errol Collins | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2024 | Nov 1, 2024 |
| Alexander Bateman Miles | Kingfisher Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 7, 2024 | Oct 27, 2023 |
| Hanna H Yesuf | Kingfisher Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 7, 2024 | Oct 31, 2023 |
| Nicole Brandon | Kingfisher Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 7, 2024 | Oct 27, 2023 |
| Brian Philip Alan Estep | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2024 | Nov 1, 2024 |
| Cynthia Lynn Biernbaum | LPL Financial LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 31, 2024 | Dec 16, 2025 (411 d) |
| Leigh M Shimamoto | Wealth Architects, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 24, 2024 | Dec 11, 2024 (48 d) |
| Alexander Gangl | Wealth Enhancement Advisory Services, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2024 | Dec 4, 2024 (55 d) |
| Shannon Scott Gaskin | Ameriprise Financial Services, LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2024 | Oct 10, 2024 |
| Pablo Guerrero Fitting | Empower Advisory Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2024 | Oct 21, 2024 |
| Charles Michael Pastor | Intellicents Investment Solutions Inc other | Mercer Global Advisors Inc. independent RIA | Other | Sep 23, 2024 | Jan 7, 2026 (471 d) |
| Mark Allen Bachman | Painted Porch Advisors LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 20, 2024 | Dec 12, 2024 (83 d) |
| Linda Marie Wieczorek | Focus Partners Wealth, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 13, 2024 | Dec 11, 2024 (89 d) |
| Christina Michelle Slavonik | Yfp Wealth independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 3, 2024 | Nov 4, 2024 (62 d) |
| Destiny Collins | Mwa Financial Services, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 29, 2024 | Aug 28, 2026 (729 d) |
| Kyle James Morton | Wells Fargo Advisors wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Aug 14, 2024 | Jan 23, 2025 (162 d) |
| Michelle Ruth Sandt-Wade | Transitions Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 9, 2024 | Jan 11, 2024 |
| Michael Gene Simmons | Transitions Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 9, 2024 | Jan 12, 2024 |
| Bruce Richard Bendell | Transitions Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 9, 2024 | Jan 22, 2024 |
| Charles Bradford Wetmore | Transitions Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 9, 2024 | Jan 10, 2024 |
| Adam F Oliver | Transitions Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 9, 2024 | Jan 11, 2024 |
776 moves match.