RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
- Title
- Wealth Advisorreportedsynchronywealth.comfirm site, Sep 16, 2026
- Professional profile
- synchronywealth.com/team/tom-melburnreportedsynchronywealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Everspire independent RIA currentsince Jan 4, 2023 · Midvale, Ut
- Kingswood Wealth Advisors, LLC BD affiliatedJan 5, 2022 to Dec 9, 2022 · Taylorsville, Ut
- Benchmark Advisory Services, LLC no RAUMAug 19, 2021 to Jan 3, 2022 · Taylorsville, Ut
- Cambria Capital LLC formerMay 16, 2017 to Jun 24, 2021 · Salt Lake City, Ut
- Kingswood Wealth Advisors, LLC to Everspireleft Dec 9, 2022, registered Jan 4, 2023 (26 days) · RIA to RIA
- Benchmark Advisory Services, LLC to Kingswood Wealth Advisors, LLCleft Jan 3, 2022, registered Jan 5, 2022 (2 days) · RIA to RIA
- Cambria Capital LLC to Benchmark Advisory Services, LLCleft Jun 24, 2021, registered Aug 19, 2021 (56 days) · RIA to RIA
- Thomas Melburn left Kingswood Wealth Advisors, Llc for Everspire (registered 2023-01-04)Dec 9, 2022 · Advisor changed firm · fact
- Thomas Melburn left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-05)Jan 3, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address