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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Adam F Oliver | Transitions Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 9, 2024 | Jan 11, 2024 |
| Kira Kinsman | Fidelity Personal And Workplace Advisors BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2024 | Jul 29, 2026 (720 d) |
| Samuel Weining | UBS Financial Services Inc. wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Aug 6, 2024 | Aug 21, 2024 |
| Jessica Qikai Chen | Edward Jones national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2024 | Aug 20, 2024 |
| Peter Berry Gifford | Regis Management, A Mercer Advisors Company independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 31, 2024 | Jul 11, 2024 |
| Robert Francis Burlinson | Regis Management, A Mercer Advisors Company independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 31, 2024 | Jul 11, 2024 |
| Stephen C. Donahue | Regis Management, A Mercer Advisors Company independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 31, 2024 | Jul 10, 2024 |
| Matthew Adams Krensky | Regis Management, A Mercer Advisors Company independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 31, 2024 | Jul 10, 2024 |
| Griffin John Winkowski | Orion Portfolio Solutions, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2024 | Aug 14, 2024 |
| John Connor Maloney | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 16, 2024 | Aug 14, 2024 |
| Patrick Lee | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jul 15, 2024 | Aug 8, 2024 |
| Andrea Shieh | Boulevard Family Wealth Services, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 12, 2024 | Jul 24, 2024 |
| John Christopher Mazzei | Vanguard Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2024 | Jul 15, 2024 |
| Dallin Drake Sorensen | Mutual Advisors, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2024 | May 20, 2026 (680 d) |
| Anthony M Strittholt | Wealth Enhancement Advisory Services, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 3, 2024 | Nov 17, 2025 (502 d) |
| Douglas Keith Giageos | Rmr Wealth Advisors LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 2, 2024 | Jun 15, 2023 |
| Jameson Ford | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 1, 2024 | Jan 29, 2025 (212 d) |
| Parshad Kirpal Singh | Singh Advisory, LLC unclassified | Mercer Global Advisors Inc. independent RIA | Other | Jun 28, 2024 | Nov 9, 2023 |
| Joseph Norman Levesque | The Clarius Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 13, 2024 | Jun 3, 2024 |
| Robert Harvard Kinnie | Napatree Capital LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 7, 2024 | Apr 25, 2024 |
| Matthew Tyler Barham | Credit Union Investment Services state registered | Mercer Global Advisors Inc. independent RIA | Other | Apr 30, 2024 | Aug 26, 2024 (118 d) |
| Chris Alan Walters | Savant Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 26, 2024 | Jan 15, 2026 (629 d) |
| Kalyani Gaur | Citigroup Global Markets Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2024 | Apr 22, 2024 |
| John Matthew Snyder | Royal Fund Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 22, 2024 | May 8, 2024 |
| Jonah B. Shafer | Prosperity Wealth Planning LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 10, 2024 | Jan 1, 2025 (266 d) |
| Kara Lynn Dorothy | Mission Wealth Management, LP independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 28, 2024 | Oct 8, 2024 (194 d) |
| Edward M Lettieri | Raymond James & Associates, Inc. national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2024 | Mar 26, 2024 |
| Paul S. Baumbach | Mallard Financial Partners Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 25, 2024 | Jul 26, 2023 |
| Matthew Dean Busick | River Glen Wealth Counselors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 21, 2024 | Jan 12, 2024 |
| William Winston Ennis | Day & Ennis, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 21, 2024 | Aug 24, 2023 |
| Lauren Michelle Kaniuk | River Glen Wealth Counselors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 21, 2024 | Jan 16, 2024 |
| Michelle Lynne Ash | Paragon Wealth Strategies, LLC. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 19, 2024 | Dec 6, 2023 |
| Emma Rose Schumann Jones | Paragon Wealth Strategies, LLC. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 19, 2024 | Dec 6, 2023 |
| Jeffrey Scott Witt | Private Asset Management Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 15, 2024 | Aug 22, 2023 |
| David Bradley Allen | Private Asset Management Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 15, 2024 | Jan 5, 2026 (661 d) |
| James Cole Greer | Vanguard Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2024 | Mar 18, 2024 |
| Geoff L. Nelson | Cibc Private Wealth Advisors, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Jun 12, 2024 (96 d) |
| Michael Shawn Gandy | LPL Financial LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2024 | Mar 4, 2024 |
| Scott Wesley Snider | Paragon Wealth Strategies, LLC. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 6, 2024 | Dec 6, 2023 |
| Byron Ariel Gonzalez | LPL Financial LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2024 | Jan 30, 2025 (331 d) |
| Ian Marcello Aguilar | Paragon Wealth Strategies, LLC. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 23, 2024 | Dec 6, 2023 |
| Amy Lue Henthorn Powell | LPL Financial LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 16, 2024 | Mar 1, 2024 |
| Susan Elizabeth Lehnerd | Mallard Financial Partners Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 13, 2024 | Jul 24, 2023 |
| Sean Thomas Heidig | Mallard Financial Partners Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 13, 2024 | Jul 17, 2023 |
| John Paul Middleton | Brighton Financial Planning other | Mercer Global Advisors Inc. independent RIA | Other | Feb 6, 2024 | Dec 8, 2023 |
| Jennifer Galindo King | Paragon Wealth Strategies, LLC. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 6, 2024 | Dec 6, 2023 |
| Michael M. Mikonis | Paragon Wealth Strategies, LLC. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 6, 2024 | Dec 6, 2023 |
| Lorraine Ann Eugenio | Brighton Financial Planning other | Mercer Global Advisors Inc. independent RIA | Other | Feb 6, 2024 | Dec 8, 2023 |
| Jeffrey Dadamo | Dimensional Fund Advisors LP asset manager | Mercer Global Advisors Inc. independent RIA | Other | Feb 5, 2024 | Dec 11, 2025 (675 d) |
| Yi Zhou | LPL Financial LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2024 | Jul 2, 2025 (516 d) |
| George Maxwell Bruneau | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 17, 2024 | Feb 23, 2024 (37 d) |
| Saman Bigharaz | Falcon Wealth Planning, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 9, 2024 | Mar 20, 2024 (71 d) |
| Theodore Panagiotopoulos | Charles Schwab & Co., Inc. national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2024 | Mar 28, 2024 (80 d) |
| Patrick O'Leary | Charles Schwab & Co., Inc. national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2024 | Sep 9, 2024 (245 d) |
| Samuel Hussein | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 8, 2024 | Apr 4, 2025 (452 d) |
| Matthew Edward Heller | Day & Ennis, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 5, 2024 | Aug 24, 2023 |
| Matthews Steven Barnett | Day & Ennis, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 5, 2024 | Jul 31, 2023 |
| Elizabeth Reed Gossett | Day & Ennis, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 5, 2024 | Jul 27, 2023 |
| Autumn Griffith Vaughn | Day & Ennis, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 5, 2024 | Jul 26, 2023 |
| Kevin Garrett Moriarty | Stifel, Nicolaus & Company, Incorporated national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2023 | Aug 15, 2025 (602 d) |
777 moves match.