DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Synergy Asset Management, LLC

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
Ryan Timothy RippySynergy Asset Management, LLC independent RIAMontage Private Wealth unclassifiedOtherJul 8, 2025Jul 16, 2025
Alvin Lavern WolcottSynergy Asset Management, LLC independent RIAApex Tax & Financial Planning state registeredRIA to a state-registered adviserJan 9, 2023Feb 9, 2021
Joseph Frank LynchSynergy Asset Management, LLC independent RIAVora Wealth Management, Pllc independent RIARIA to RIANov 29, 2021Dec 23, 2021
John Angelo FlavinSynergy Asset Management, LLC independent RIAAspire Capital Advisors LLC independent RIARIA to RIAOct 12, 2018Oct 15, 2018
Eric Russell LansfordSynergy Asset Management, LLC otherSound Financial Investments, Inc. unclassifiedOtherJun 23, 2017Jul 21, 2017
David Mark StryzewskiSynergy Asset Management, LLC otherSpg Advisors LLC independent RIAOtherJul 5, 2016Jul 27, 2016
Cody Allen CrawfordSynergy Asset Management, LLC otherFirst Advisors National, LLC otherOtherJun 6, 2016Jun 9, 2016
Kaitlenn Elizabeth VercioSynergy Asset Management, LLC otherTrutina Financial otherOtherSep 11, 2015Aug 20, 2015
Brett M DavisSynergy Asset Management, LLC otherEdward Jones national BDOtherDec 5, 2011Oct 30, 2017 (2156 d)
Jeremy Andrew BurgerSynergy Asset Management, LLC otherMerriman, LLC otherOtherNov 15, 2007Dec 5, 2007
Trevor William SharpSynergy Asset Management, LLC otherOppenheimer & Co. Inc. otherOtherJul 23, 2003Jul 28, 2003
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11 moves match.