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RIA / WealthAdvisor23 years in industry

DINU MARIAN TISE

Advisor at SYNERGIST PRIVATE WEALTH LLC

NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:e43ecc10-9dff-d58a-6d1b-f4d718b36cbb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Nov 21, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SYNERGIST PRIVATE WEALTH LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 21, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 19, 2005
First registration: Nov 21, 2002
Dual registered: no
Other names: Dinu Tise|Dean Tise
IAPD individual key: 4609240

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SYNERGIST PRIVATE WEALTH LLC	State registered	Aug 30, 2022	n/a	yes	NEW ORLEANS, LA	Current employment
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Oct 8, 2024	Mar 27, 2025	no	New Orleans, LA\|ALPHARETTA, GA	Previous registration
MUTUAL ADVISORS, LLC	Bd affiliated wealth	Jul 13, 2021	Dec 31, 2021	no	New Orleans, LA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 16, 2019	Apr 9, 2021	no	Metairie, LA\|New Orleans, LA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Nov 26, 2019	no	NEW ORLEANS, LA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 10, 2006	Oct 1, 2012	no	NEW ORLEANS, LA\|NEW ORLEANS, LA\|NEW ORLEANS, LA\|NEW ORLEANS, LA\|NEW ORLEANS, LA	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 21, 2005	Jul 28, 2006	no	NEW ORLEANS, LA\|NEW ORLEANS, LA	Previous registration
WADDELL & REED	Former SEC adviser	Nov 21, 2002	Feb 2, 2004	no	BATON ROUGE, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GIBBS WEALTH MANAGEMENT, LLC	n/a	Mar 27, 2025	n/a	n/a	Departure no registered destination	Departure
MUTUAL ADVISORS, LLC	SYNERGIST PRIVATE WEALTH LLC	Dec 31, 2021	Aug 30, 2022	242	Firm change	Ibd to state RIA
AMERIPRISE FINANCIAL SERVICES, LLC	MUTUAL ADVISORS, LLC	Apr 9, 2021	Jul 13, 2021	95	Firm change	Ibd to ibd
J.P. MORGAN SECURITIES LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 26, 2019	Dec 16, 2019	20	Firm change	Wirehouse to ibd
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	CHASE INVESTMENT SERVICES CORP.	Jul 28, 2006	Oct 10, 2006	74	Firm change	Other
WADDELL & REED	MORGAN STANLEY DW INC.	Feb 2, 2004	Nov 21, 2005	658	Firm change after gap	Other

Relationships

Registered with (8)

→ SYNERGIST PRIVATE WEALTH LLCRegistered adviserregistration: current employment
Aug 30, 2022 to presentfactForm ADV
→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 8, 2024 to Mar 27, 2025factForm ADV
→ MUTUAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 13, 2021 to Dec 31, 2021factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 16, 2019 to Apr 9, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Nov 26, 2019factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 10, 2006 to Oct 1, 2012factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 21, 2005 to Jul 28, 2006factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Nov 21, 2002 to Feb 2, 2004factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor departed, no destination yet
Dinu Marian Tise no longer registered at Gibbs Wealth Management, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago