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 |
|---|---|---|---|---|---|
| Nickolas Lorenzo Locicero | Beacon Pointe Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 27, 2023 | Jul 23, 2024 (484 d) |
| Brent Walter Kerstetter | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 24, 2022 |
| Scott Michael Williams | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 24, 2022 |
| Stephen Nicholas-Jenson Bond | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 25, 2022 |
| Elizabeth Felicia Yunker | Sanford Advisory independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 10, 2023 | May 24, 2022 |
| Homer Jonathan Reed Wilson | Polaris Wealth Advisory Group independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 8, 2023 | May 12, 2023 (65 d) |
| Deborah Ann Krone | Vintage Financial Services LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 1, 2023 | Dec 14, 2022 |
| Jack William Mccloskey | Vintage Financial Services LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 23, 2023 | Dec 14, 2022 |
| Douglas James Watts | Vintage Financial Services LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 23, 2023 | Dec 19, 2022 |
| Tammy Marie Wakevainen | Vintage Financial Services LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 23, 2023 | Dec 19, 2022 |
| Michael Stros | Vintage Financial Services LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 23, 2023 | Dec 15, 2022 |
| Ian Alexander Hamre | Hco Private Wealth independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 17, 2023 | Aug 16, 2022 |
| Tyler Blake Hillyer | Hco Private Wealth independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 17, 2023 | Jul 29, 2022 |
| Elizabeth Bergold Deitch | Wealthgate Family Office LLC mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 31, 2023 | Mar 27, 2026 (1151 d) |
| Noah Hunter Reichert | LPL Financial LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 25, 2023 | Jan 17, 2023 |
| Russell David Johnson | LPL Financial LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 18, 2023 | Jul 30, 2026 (1289 d) |
| Olha Sophia Paluch | Mai Capital Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 13, 2023 | Jul 10, 2026 (1274 d) |
| John Paul Bradley | Wells Fargo Advisors wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jan 11, 2023 | Oct 17, 2025 (1010 d) |
| Lauren Ashleigh Rosberg | Nadler Financial Group, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 10, 2023 | Jan 27, 2023 |
| Courtney Leigh Mersereau | Vision Capital Management Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 4, 2023 | Feb 8, 2023 (35 d) |
| David E Workman | Asset Advisory Group Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Oct 31, 2022 |
| Michael Elliott Raidt | Asset Advisory Group Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Oct 31, 2022 |
| Sarah Marie Tenhundfeld | Asset Advisory Group Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Nov 1, 2022 |
| Kimberly Linnea Foss | Empyrion Wealth Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2022 | Jan 17, 2023 |
| Johannes Carl Fure | Fure Financial Corporation independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 21, 2022 | Sep 1, 2022 |
| Jake Armando Meza | Fure Financial Corporation independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 21, 2022 | Jun 30, 2022 |
| Evan F. Bachman | Fure Financial Corporation independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 21, 2022 | Sep 1, 2022 |
| Richard Michael Goldstein | Goldstein Munger + Associates independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Oct 31, 2022 |
| Jeffrey Tyler Shaver | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Jun 30, 2022 |
| Joseph P Young | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Jul 6, 2022 |
| David T Weitz | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Apr 8, 2022 |
| William D. Starnes | Mallard Advisors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Sep 22, 2022 |
| Frank Tamplin | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Apr 7, 2022 |
| Ryan Malec | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Jan 13, 2022 |
| Dominic John Colletti | Polaris Wealth Advisory Group independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 14, 2022 | Dec 7, 2022 |
| Kathleen Lynn Mcmahon | Truenorth Wealth Advisors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 12, 2022 | Apr 4, 2023 (113 d) |
| Bryan Corbitt | Northwestern Mutual Investment Services,LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Nov 17, 2022 | Jul 17, 2023 (242 d) |
| Ryan Scott Weichman | Hill Island Financial LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 17, 2022 | Dec 10, 2025 (1119 d) |
| Jenel Amber Darland | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 16, 2022 | May 31, 2023 (196 d) |
| Nick Albert Jensen | Silvo Planning LLC unclassified | Mercer Global Advisors Inc. independent RIA | Other | Nov 10, 2022 | Oct 24, 2023 (348 d) |
| Carroll Marcus Cooper | Morgan Stanley wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Nov 3, 2022 | Oct 27, 2022 |
| Mark D Ericson | Fidelity Personal And Workplace Advisors BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 31, 2022 | Nov 2, 2022 |
| Julie Dawn Brown | Bivin & Associates, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 26, 2022 | Aug 3, 2022 |
| Jason C Bivin | Bivin & Associates, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 26, 2022 | Jul 29, 2022 |
| Aaron Michael Bauer | Winch Financial independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 25, 2022 | Nov 1, 2023 (372 d) |
| Kristen Leanne O'Brien | Td Ameritrade, Inc. no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Oct 14, 2022 | Jul 31, 2023 (290 d) |
| Richard Arthur Munneke | Td Ameritrade, Inc. no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Oct 14, 2022 | Oct 15, 2024 (732 d) |
| Jason C Kronstad | M Financial Asset Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 14, 2022 | Jun 7, 2024 (602 d) |
| Dean William Young | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jul 1, 2022 |
| Holly Marie Gray | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | May 23, 2022 |
| John Brent Singleton | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jun 22, 2022 |
| Michael Lee Sharp | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | May 24, 2022 |
| Nicholas R Mcdowell | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jul 21, 2022 |
| Kaz Woodward | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jun 17, 2022 |
| Ethan James Wallace | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jun 15, 2022 |
| Adam Glenn Frinsco | Advocates Wealth Planning independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 8, 2022 | Feb 21, 2023 (166 d) |
| K Evan Kennedy | Seia independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 2, 2022 | Nov 1, 2022 (60 d) |
| Marissa Renee Nece | Fidelity Personal And Workplace Advisors BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2022 | Sep 28, 2022 |
| Joshua Matthew Fremit | Mariner BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2022 | Aug 30, 2022 |
| Ryan Allen Frankel | Kestra Advisory Services, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2022 | Sep 12, 2022 |
777 moves match.