DFX Intelligence

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.

Registered advisor

John Howard Abernethy

Synchronous Wealth Advisors LLCindependent RIASolvang, Ca IA-onlyIAPD 7209179

Certified Financial Planner

Feed of 09/15/2026

Also filed as John Abernethy

At current firm

0 y

since Dec 16, 2025

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Synchronous Wealth Advisors LLC independent RIA current
since Dec 16, 2025 · Solvang, Ca
Together Planning independent RIA
Jun 3, 2024 to Sep 12, 2025 · Gainesville, Fl
Sycamore Financial Planning, LLC state registered
May 30, 2023 to May 10, 2024 · Durham, Nc
Vanguard Advisers, Inc. BD affiliated
Sep 24, 2021 to Sep 7, 2022 · Charlotte, Nc
Together Planning independent RIA
Jan 17, 2020 to Sep 7, 2021 · Gainesville, Fl

Moves

a registration end followed by a registration begin elsewhere

Together Planning to Synchronous Wealth Advisors LLC
left Sep 12, 2025, registered Dec 16, 2025 (95 days) · RIA to RIA
Sycamore Financial Planning, LLC to Together Planning
left May 10, 2024, registered Jun 3, 2024 (24 days) · Other
Vanguard Advisers, Inc. to Sycamore Financial Planning, LLC
left Sep 7, 2022, registered May 30, 2023 (265 days) · Affiliated broker-dealer or bank to a state-registered adviser
Together Planning to Vanguard Advisers, Inc.
left Sep 7, 2021, registered Sep 24, 2021 (17 days) · RIA to affiliated broker-dealer or bank

Signals

John Howard Abernethy left Together Planning for Synchronous Wealth Advisors Llc (registered 2025-12-16)
Sep 12, 2025 · Advisor changed firm · fact
John Howard Abernethy left Sycamore Financial Planning, Llc for Together Planning (registered 2024-06-03)
May 10, 2024 · Advisor changed firm · fact
John Howard Abernethy left Vanguard Advisers, Inc. for Sycamore Financial Planning, Llc (registered 2023-05-30)
Sep 7, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address