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.
Advisor moves
Departures from Synovus Securities, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan Patrick Collin | Synovus Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2026 | Aug 31, 2026 |
| Donald Brent Suriano | Synovus Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Sep 14, 2026 (34 d) |
| Charity Keller | Synovus Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 10, 2026 |
| Aaron Benjamin Justice | Synovus Securities, Inc. BD affiliated | Southstate Private Capital Management LLC other | Other | May 15, 2026 | Jul 23, 2026 (69 d) |
| Jonathan Brooks Groover | Synovus Securities, Inc. BD affiliated | Leading Edge Financial Planning LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2026 | Jun 9, 2026 |
| Brian Edward Montalbano | Synovus Securities, Inc. BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2026 | Mar 10, 2026 |
| Gabriel Franklin Cook | Synovus Securities, Inc. BD affiliated | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | Mar 2, 2026 |
| Keith William Garner | Synovus Securities, Inc. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Nov 18, 2025 | Nov 17, 2025 |
| Jeffrey Dean Parks | Synovus Securities, Inc. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Nov 18, 2025 | Nov 17, 2025 |
| Robert Peyton Haley | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 14, 2025 | Jan 12, 2026 (90 d) |
| Wade Vincent Krempel | Synovus Securities, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 24, 2025 |
| Matthew Creel Anderson | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2025 | Aug 1, 2025 |
| Bridget Geraldine Hussey | Synovus Securities, Inc. independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2025 | Aug 19, 2025 |
| Lori Jean Land | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 19, 2025 | Feb 19, 2025 |
| Joseph Alvin Young | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 19, 2025 | Feb 19, 2025 |
| Dustin Ryne Stokes | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 19, 2025 | Feb 19, 2025 |
| Justin Mitchell | Synovus Securities, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jan 9, 2025 | Jan 27, 2025 |
| Christopher Jerry Helton | Synovus Securities, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 30, 2024 | Oct 24, 2024 |
| Ashton D Medina | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2024 | Sep 3, 2024 |
| Christopher Redman Sullivan | Synovus Securities, Inc. independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Jul 30, 2024 | Aug 2, 2024 |
| James Clarke Mack | Synovus Securities, Inc. independent RIA | Capital Investment Advisors, LLC independent RIA | RIA to RIA | Jun 13, 2024 | Jul 29, 2024 (46 d) |
| Timothy Kindred Vassy | Synovus Securities, Inc. independent RIA | Creative Financial Group Ltd unclassified | Other | May 22, 2024 | Apr 21, 2003 |
| William Henry Wimberly | Synovus Securities, Inc. independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 16, 2024 | Apr 12, 2024 |
| Charles K Miller | Synovus Securities, Inc. independent RIA | Valley Wealth Managers, Inc. independent RIA | RIA to RIA | Feb 5, 2024 | Mar 10, 2025 (399 d) |
| Joseph Allen Luchini | Synovus Securities, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2023 | Apr 23, 2024 (124 d) |
| Robert Lee Moody | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 12, 2023 | Dec 15, 2023 |
| James Patrick Greek | Synovus Securities, Inc. independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 21, 2023 | Sep 12, 2025 (661 d) |
| Lewis Lanier Scruggs | Synovus Securities, Inc. independent RIA | Lanier Financial Group LLC independent RIA | RIA to RIA | Oct 31, 2023 | Oct 19, 2023 |
| Leah Renee Ruark | Synovus Securities, Inc. independent RIA | Lanier Financial Group LLC independent RIA | RIA to RIA | Oct 31, 2023 | Oct 18, 2023 |
| Kelly Lynn King | Synovus Securities, Inc. independent RIA | First Citizens Investor Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 15, 2023 | Aug 14, 2023 |
| Emily Bynum | Synovus Securities, Inc. independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2023 | Sep 19, 2023 (48 d) |
| Daniel Lawson Bass | Synovus Securities, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 2, 2023 | Jun 2, 2023 |
| Allan Lee Mcclure | Synovus Securities, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 2, 2023 | Jun 2, 2023 |
| Bradley Alan Kirchner | Synovus Securities, Inc. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Nov 30, 2022 | Dec 1, 2022 |
| Andre Bernard Gonzalez | Synovus Securities, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Aug 25, 2022 | Nov 29, 2022 (96 d) |
| Fabrizio Sanchez | Synovus Securities, Inc. independent RIA | Fifth Third Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2022 | Aug 5, 2022 |
| Christopher Fernandez | Synovus Securities, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Aug 2, 2022 | Aug 2, 2022 |
| Sarah Walton Burchfield Cobb | Synovus Securities, Inc. independent RIA | Cahaba Wealth Management, Inc. independent RIA | RIA to RIA | Jun 16, 2022 | Oct 3, 2022 (109 d) |
| Goodloe Pride | Synovus Securities, Inc. independent RIA | Alliancebernstein L.P. asset manager | Other | Jun 13, 2022 | Apr 30, 2025 (1052 d) |
| Anthony Franklin Carimi | Synovus Securities, Inc. independent RIA | Ccm Investment Advisers, LLC independent RIA | RIA to RIA | Apr 22, 2022 | May 31, 2022 (39 d) |
| Alan E Boyer | Synovus Securities, Inc. independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Mar 9, 2022 | Aug 8, 2022 (152 d) |
| John Joseph Kushman | Synovus Securities, Inc. independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2021 | Jul 21, 2025 (1343 d) |
| Juan Carlos Pajon | Synovus Securities, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Aug 23, 2021 | Nov 18, 2021 (87 d) |
| Val Janschutz | Synovus Securities, Inc. independent RIA | Fifth Third Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 10, 2021 | Jun 10, 2021 |
| Denise Chisolm | Synovus Securities, Inc. independent RIA | Globalt Investments independent RIA | RIA to RIA | Jun 9, 2021 | Nov 9, 2018 |
| Charles William Grant | Synovus Securities, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2021 | Apr 30, 2021 |
| Carter Y Hansard | Synovus Securities, Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 16, 2021 | Mar 17, 2021 |
| Toby Michael Banks | Synovus Securities, Inc. independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Jan 20, 2021 | Jan 14, 2021 |
| Kimberly Armbruster Davis | Synovus Securities, Inc. independent RIA | Concourse Financial Group Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 23, 2020 | Oct 26, 2020 |
| Jeffrey Allen Cox | Synovus Securities, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2020 | May 29, 2020 |
| Catherine Audrey White | Synovus Securities, Inc. independent RIA | Townsquare Capital, LLC mixed wealth | RIA to RIA | May 27, 2020 | Apr 26, 2022 (699 d) |
| Molly Mcginnis Lanier | Synovus Securities, Inc. BD affiliated | Sound View Wealth Advisors Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2020 | Jun 7, 2021 (482 d) |
| Freddy Lee Mcculloch | Synovus Securities, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2020 | Nov 6, 2020 (297 d) |
| Susan Elaine Godbee | Synovus Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2019 | Mar 20, 2020 (88 d) |
| Stephen Andrew Frick | Synovus Securities, Inc. BD affiliated | Merit Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2019 | Nov 12, 2019 |
| Samantha Paige Dunlap | Synovus Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 24, 2019 | Feb 19, 2020 (148 d) |
| Shawn Rottink | Synovus Securities, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 29, 2019 | Nov 26, 2019 (120 d) |
| Lauren D Greene | Synovus Securities, Inc. BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2019 | Jul 25, 2019 |
| Emily Nicole Mason | Synovus Securities, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 3, 2019 | Jul 19, 2019 (46 d) |
| Robert Lee Moody | Synovus Securities, Inc. BD affiliated | Clark Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2019 | May 2, 2019 |
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143 moves match.