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 |
|---|---|---|---|---|---|
| Ryan C Bly | Cetera Investment Advisers LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2023 | Jul 2, 2024 (195 d) |
| Hayley Safyan Block | Wealth Enhancement Advisory Services, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 13, 2023 | Feb 13, 2024 (62 d) |
| Vincent Michael Garaventa | Fidelity Personal And Workplace Advisors BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2023 | Dec 15, 2023 |
| Carol Ann Casebolt | Avantax Advisory Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2023 | Dec 12, 2023 |
| Jared Floyd Harrington | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 16, 2023 | Dec 12, 2023 |
| Dominique Langerman | Lido independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 16, 2023 | Oct 1, 2025 (685 d) |
| Sydney Hacker | Fidelity Personal And Workplace Advisors BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2023 | Mar 19, 2025 (495 d) |
| Anthony Thomas Bouton | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 8, 2023 | Mar 5, 2024 (118 d) |
| Brett William Sperin | Empower Advisory Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2023 | Nov 14, 2023 |
| John Dilivio | Empower Advisory Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2023 | Nov 7, 2023 |
| Matthew Siegel | J.P. Morgan Securities LLC wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Nov 6, 2023 | Dec 8, 2023 (32 d) |
| Emily Nicole Sipes | Valmark Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2023 | Nov 7, 2023 |
| Brian Douglass Matlock | Steward Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 31, 2023 | Sep 13, 2024 (318 d) |
| Dustin Cane Stiefel | Steward Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 31, 2023 | Aug 11, 2023 |
| Vincent Edward Hawkins | Steward Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 31, 2023 | Aug 17, 2023 |
| Joseph Doyle Mcintosh | Steward Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 31, 2023 | Aug 14, 2023 |
| Ross Benjamin Miller | Steward Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 31, 2023 | Aug 11, 2023 |
| Rebecca Suzanne Upton | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2023 | Jul 8, 2025 (620 d) |
| Tyler John Bauer | Winch Financial independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 25, 2023 | Oct 25, 2023 |
| Courtney Kim Eastlack | Advice And Planning Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2023 | Sep 11, 2025 (706 d) |
| Brian James Samson | Advice And Planning Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2023 | Nov 14, 2024 (407 d) |
| Michael R. Van Boening | J.P. Morgan Securities LLC wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Oct 3, 2023 | Feb 5, 2024 (125 d) |
| Nathan Zolynsky | Vintage Financial Services LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 29, 2023 | Dec 14, 2022 |
| Brett James Thomas | Mariner Independent independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 29, 2023 | Dec 12, 2023 (74 d) |
| Travis William Poulos | Vanguard Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 28, 2023 | Sep 26, 2023 |
| Anthony Joseph Koehler | Huntington Financial Advisors BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2023 | Sep 25, 2023 |
| Brendan Archibald | Empower Advisory Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2023 | Sep 12, 2023 |
| Bradley John Poff | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Sep 22, 2023 | Sep 12, 2023 |
| Brian Richard Holmes | Empower Advisory Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2023 | Sep 25, 2023 |
| John Elson Howard | Resource Planning Group, Ltd. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 20, 2023 | Dec 19, 2022 |
| William Ford Rockett | Eaton Vance Management asset manager | Mercer Global Advisors Inc. independent RIA | Other | Sep 20, 2023 | Mar 22, 2024 (184 d) |
| John D. Evans | Resource Planning Group, Ltd. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 20, 2023 | Dec 9, 2022 |
| Eric Peter Sirjord | Empower Advisory Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2023 | Aug 29, 2023 |
| Nathan Luke | Innovia Wealth, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 7, 2023 | Jul 13, 2026 (1040 d) |
| Catherine Suzanne Franklin | Legacy Chief Financial Office, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 31, 2023 | Aug 30, 2024 (365 d) |
| Adam Lee Deskins | Empower Advisory Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2023 | Aug 10, 2023 |
| David J Ricci | Vanguard Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2023 | Sep 12, 2023 |
| Jennifer Katherine Hall Kachmar | Ameriprise Financial Services, LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2023 | Sep 14, 2023 |
| Kevin Scott Meyersburg | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Aug 23, 2023 | Jan 30, 2025 (526 d) |
| Kenneth Wesley Shell | Pnc Capital Advisors LLC other | Mercer Global Advisors Inc. independent RIA | Other | Aug 21, 2023 | Apr 29, 2024 (252 d) |
| Keith John Huber | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Aug 17, 2023 | Oct 29, 2025 (804 d) |
| Anthony Loyola Masterson | E*Trade Capital Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 14, 2023 | Dec 11, 2023 (119 d) |
| Nathan Sangwon Cha | UBS Financial Services Inc. wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jul 10, 2023 | Oct 15, 2025 (828 d) |
| Lori Jo Bumgart | Sanford Advisory no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jul 5, 2023 | Jun 17, 2022 |
| Kristen Ann Cordell | Sanford Advisory no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jul 5, 2023 | May 26, 2022 |
| Madeline Bradley | Sanford Advisory no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jul 5, 2023 | Sep 17, 2024 (440 d) |
| Owen Winston Good | UBS Financial Services Inc. wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jun 27, 2023 | Dec 4, 2025 (891 d) |
| Melanie Odom Fitzgerald | Resource Planning Group, Ltd. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 21, 2023 | Jan 23, 2023 |
| Keenan M Stout | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jun 21, 2023 | Jun 6, 2023 |
| David O Dobbins | Wells Fargo Advisors wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jun 15, 2023 | Jul 7, 2026 (1118 d) |
| Sarah Louise Cannon | Resource Planning Group, Ltd. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 9, 2023 | Dec 19, 2022 |
| William Thompson | Valor Wealth Partners state registered | Mercer Global Advisors Inc. independent RIA | Other | Jun 1, 2023 | Aug 8, 2023 (68 d) |
| Michael David Baittinger | Andesa Financial Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 9, 2023 | Apr 10, 2023 |
| Kelly Justine Albert | Andesa Financial Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 9, 2023 | Apr 6, 2023 |
| Timothy Leo Schmidt | Wainwright Investment Counsel LLC mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 18, 2023 | May 2, 2023 |
| Michael Robert Turley | First Command Advisory Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2023 | Sep 28, 2023 (164 d) |
| Gurvir Singh Grewal | Pattern no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Apr 14, 2023 | Jun 27, 2023 (74 d) |
| Kirsten Elizabeth Sandberg | Fisher Investments independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 13, 2023 | Jun 30, 2025 (809 d) |
| Stephen Alan Crabb | Capitol Family Office, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 3, 2023 | Mar 30, 2023 |
| Michael Paul Squier | Vanguard Advisers, Inc. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 29, 2023 | Apr 3, 2023 |
777 moves match.