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.

AdvisorFromToTypeLeftRegistered
Lorenzo Dominique RileyPolaris Wealth Advisory Group independent RIAMercer Global Advisors Inc. independent RIARIA to RIAAug 12, 2022Jul 28, 2022
Josh David LozowBuckingham Strategic Wealth, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAAug 8, 2022Mar 14, 2023 (218 d)
Cameron Colt WillcoxE*Trade Capital Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 28, 2022Aug 5, 2022
Garrett James ParkerCapitol Family Office, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 27, 2022Aug 11, 2022
John Jeffrey BilberryHya Advisors, Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 26, 2022Nov 4, 2022 (101 d)
Benton Charles RowseAlera Investment Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 20, 2022Aug 4, 2022
Howard Reid JohnsonLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJul 20, 2022Feb 15, 2022
Jennifer Leigh AdamsRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2022Jul 28, 2022
David Matthew WerleRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2022Jul 28, 2022
Amy Jo Van LieropVickerman Investment Advisors, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 19, 2022Aug 9, 2022
Kathryn Dale BeachRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2022Jul 28, 2022
Charles Jacob WedemeyerFisher Investments independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 14, 2022Aug 5, 2022
Lawrence David ShawCordasco Financial Network, Inc. no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2022Mar 29, 2022
Dennis Michael JablonoskiCordasco Financial Network, Inc. no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2022Mar 31, 2022
Evan M SalterCordasco Financial Network, Inc. no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2022May 22, 2024 (680 d)
Madison Lyn RamellaRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2022May 22, 2024 (684 d)
Gregg Gerald PadillaBenemark, Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 17, 2022Apr 1, 2022
Robert Anthony MedveyBenemark, Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 17, 2022Apr 4, 2022
Sloan Fisher PetereitBeacon Pointe Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 10, 2022Jan 1, 2026 (1301 d)
Samuel HumeLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJun 9, 2022Jan 14, 2022
Anna M ApodacaLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJun 9, 2022Jan 4, 2022
Aaron BoyceLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJun 9, 2022Jan 4, 2022
David Allen CainLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJun 9, 2022Dec 22, 2021
Stewart E SchraderSage Private Wealth Group, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 7, 2022Mar 28, 2023 (294 d)
Lisa Marie PastushokSilicon Valley Capital Partners, L.P. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 2, 2022Nov 9, 2022 (160 d)
Trisha Jillaine MillerJ.P. Morgan Private Wealth Advisors LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 25, 2022Oct 25, 2023 (518 d)
William Scott BaberPersonal Capital Advisors Corporation independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 20, 2022Apr 25, 2025 (1071 d)
David Keith RiffeLPL Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 17, 2022May 6, 2022
Carter BrowerLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherMay 16, 2022Dec 22, 2021
Christopher HoughtonLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherMay 16, 2022Jan 20, 2022
Kody Carl FollowwillLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherMay 16, 2022Jan 11, 2022
Ernest Lloyd NeeleyPersonal Capital Advisors Corporation independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 13, 2022Aug 4, 2022 (83 d)
Claud Arthur HawsHawsgoodwin Wealth no RAUMMercer Global Advisors Inc. independent RIAOtherMay 5, 2022Feb 17, 2022
Caroline Paun DougherHawsgoodwin Wealth no RAUMMercer Global Advisors Inc. independent RIAOtherMay 5, 2022Feb 17, 2022
Warren Cameron GoodwinHawsgoodwin Wealth no RAUMMercer Global Advisors Inc. independent RIAOtherMay 5, 2022Feb 25, 2022
Robert A NurseHawsgoodwin Wealth no RAUMMercer Global Advisors Inc. independent RIAOtherMay 5, 2022Jun 29, 2023 (420 d)
David Tucker HardenberghHawsgoodwin Wealth no RAUMMercer Global Advisors Inc. independent RIAOtherMay 5, 2022Feb 17, 2022
Jedd Daniel NicolasOsaic Wealth, Inc. BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 3, 2022Apr 20, 2022
Marta Romana MycykAssetmark, Inc. BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2022Jun 7, 2023 (415 d)
Eric Ulyssee FramptonFidelity Personal And Workplace Advisors BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2022Nov 3, 2022 (199 d)
Rodney M. AlvaradoJ.P. Morgan Securities LLC wirehouseMercer Global Advisors Inc. independent RIAWirehouse to independent RIAApr 5, 2022Apr 15, 2022
Thomas Joseph AzouryJ.P. Morgan Securities LLC wirehouseMercer Global Advisors Inc. independent RIAWirehouse to independent RIAApr 2, 2022May 15, 2026 (1504 d)
Frances Holshouser HymillerWrenn Financial Strategies, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2022Feb 22, 2022
Amy Ray BoydWrenn Financial Strategies, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2022Feb 22, 2022
Andrea Joy EasterlingCable Hill Partners, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2022May 31, 2022 (63 d)
Jonah Grant TinajeroAmeriprise Financial Services, LLC national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 28, 2022Apr 12, 2022
David Bruce MirskyMirsky Financial Management Corp. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 25, 2022Feb 10, 2022
Bernard Lawrence SalamoneMirsky Financial Management Corp. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 25, 2022Jan 25, 2022
Brent WilliamsLake Point Wealth Management, LLC no RAUMMercer Global Advisors Inc. independent RIAOtherMar 25, 2022Dec 22, 2021
Jacquelyn M DohseMirsky Financial Management Corp. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 25, 2022Jan 4, 2022
Kalita B BlessingQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Nov 23, 2021
Robert A CoxQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Nov 19, 2021
Christopher S YoungQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Dec 21, 2021
Larry C FergusonQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Nov 22, 2021
Tiffany D GarzaQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Nov 2, 2021
Jacqueline Schlup DanielsQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Nov 9, 2021
Dorothy C ThomasQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Nov 22, 2021
Clayton R EvansQuest Capital Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 22, 2022Nov 8, 2021
Ian Michael FreemireWindsor Capital Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 21, 2022Apr 12, 2022
Brian OberleUnited Capital Financial Advisors BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 14, 2022Mar 9, 2022
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