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
Jeff GiguereCapital Advantage, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAFeb 4, 2022Feb 28, 2022
Erica Jan WeiserLPL Financial LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2022Feb 28, 2022
Kent Duane DavisBernhardt Wealth Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 19, 2022Feb 15, 2022
Joshua C YoungCuri Capital, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 11, 2022Mar 4, 2022 (52 d)
Dennis Ryan OverstreetLake Point Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 9, 2022Jan 21, 2022
Lisa Marie GoodmanReilly Financial Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 3, 2022Apr 12, 2022 (99 d)
Logan John DonovanKlaas Financial Asset Advisors, LLC. independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 14, 2021Apr 26, 2022 (133 d)
David Matthew SimpsonMiller Advisors, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 13, 2021Nov 8, 2021
Carrie A BeedeMiller Advisors, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIADec 13, 2021Nov 8, 2021
Julia Anne MessineoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMercer Global Advisors Inc. independent RIAWirehouse to independent RIADec 6, 2021Feb 16, 2022 (72 d)
David Michael GoodmanPersonal Capital Advisors Corporation independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 8, 2021Sep 7, 2023 (729 d)
Chase Ryan CarmichaelFisher Investments independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 8, 2021Oct 12, 2021 (34 d)
Kevin Lamar RainwaterArkadios Wealth Advisors BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2021May 3, 2022 (242 d)
Zachary John PerretE*Trade Capital Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAAug 23, 2021Sep 2, 2021
Erin Danielle BluskePersonal Capital Advisors Corporation independent RIAMercer Global Advisors Inc. independent RIARIA to RIAAug 4, 2021Sep 2, 2021
Jordan CowartPromus Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAAug 3, 2021Sep 7, 2021 (35 d)
James Carl CzirrNorthwestern Mutual Investment Services,LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2021Aug 26, 2021 (45 d)
Kenneth D BobadillaEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Alan John DavisEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Micah Robert CumminsEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Jun 29, 2023 (723 d)
Sean Michael O'ConnorEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Schane Pierce GoheenEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Raphael AzizEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Sandra Jean MappEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Patrick Michael WynneEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Patrick Manderson ComerEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Brian Russell JelligEpstein And White Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 6, 2021Apr 27, 2021
Chadwick DickisonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMercer Global Advisors Inc. independent RIAWirehouse to independent RIAJun 28, 2021Mar 20, 2025 (1361 d)
Albert BarsantiErnst & Young Investment Advisers Llp no RAUMMercer Global Advisors Inc. independent RIAOtherMay 21, 2021Feb 1, 2021
Phillip Karl SwensonBeyond Financial Services independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 13, 2021Feb 27, 2019
Catherine Chapman MillerAtlanta Financial Associates, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 12, 2021Feb 3, 2021
Christine Adele CataldoEdelman Financial Engines mixed wealthMercer Global Advisors Inc. independent RIARIA to RIAMay 12, 2021Mar 15, 2023 (672 d)
Charles Allen CrowleyAtlanta Financial Associates, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 12, 2021Sep 2, 2021 (113 d)
Harrison FantAtlanta Financial Associates, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 12, 2021Feb 3, 2021
Christopher Biggers BlackmonAtlanta Financial Associates, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 12, 2021Feb 4, 2021
Mariana Louise BattistaAtlanta Financial Associates, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 12, 2021Aug 9, 2021 (89 d)
Jesse JimersonStifel, Nicolaus & Company, Incorporated national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2021Jun 9, 2021
Rose Catherine CookeDimensional Fund Advisors LP asset managerMercer Global Advisors Inc. independent RIAOtherMay 6, 2021Apr 29, 2026 (1819 d)
James Michael TaylorCable Hill Partners, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAApr 19, 2021Jul 27, 2021 (99 d)
Corey Marshall BirdRowland Carmichael Advisors Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 30, 2021Feb 4, 2021
Jaron David CarmichaelRowland Carmichael Advisors Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 30, 2021May 13, 2021 (44 d)
Lindsay Ann BlackRowland Carmichael Advisors Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 30, 2021May 13, 2021 (44 d)
Andra Lyn ReasonMarrs Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 30, 2021Feb 1, 2021
Caryn J SmithRowland Carmichael Advisors Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 30, 2021May 13, 2021 (44 d)
Jennifer Currin GutridgeMcgee Wealth Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Mar 29, 2021
Sarah Elise BerryMcgee Wealth Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Mar 29, 2021
Theresa May BedardMcgee Wealth Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Mar 29, 2021
Drew HarperM. J. Smith And Associates independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Jul 29, 2020
Alexa Jo KaneM. J. Smith And Associates independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Jul 29, 2020
Andrew Thomas BarnesM. J. Smith And Associates independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Jul 29, 2020
Brittany Ellen RiceM. J. Smith And Associates independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Jul 29, 2020
Jacob Martin JaegleM. J. Smith And Associates independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2021Jul 29, 2020
Brian John NorrisRBC Capital Markets, LLC national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2021Mar 31, 2021
Veronica RubioCharles Schwab & Co., Inc. national BDMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2021Apr 14, 2021
Jacqueline Dana AdlerFidelity Personal And Workplace Advisors BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2021Jul 27, 2021 (136 d)
Federico AvendanoArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2021Oct 13, 2025 (1676 d)
Christina Louise HungArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2021Jul 21, 2020
Hrachya Rich DavtyanArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2021Jul 21, 2020
Kyle RayArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 11, 2021Jul 21, 2020
Colton Martinez PettyNorthwestern Mutual Investment Services,LLC no RAUMMercer Global Advisors Inc. independent RIAOtherMar 8, 2021Mar 24, 2021
Page 9 of 13PreviousNext
777 moves match.