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.

AdvisorFromToTypeLeftRegistered
Andrew Richard KlepchickSynovus Securities, Inc. otherHb Wealth independent RIAOtherMay 15, 2007Jan 23, 2023 (5732 d)
Margo Marie BrykSynovus Securities, Inc. otherCreative Financial Group Ltd unclassifiedOtherFeb 16, 2007May 2, 2003
Neill B HatcherSynovus Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 1, 2006Aug 22, 2011 (1755 d)
Cynthia Kay WoodsSynovus Securities, Inc. otherTruist Advisory Services, Inc. no RAUMOtherOct 13, 2006Sep 9, 2016 (3619 d)
Ryan Keith ScottSynovus Securities, Inc. otherPrivate Advisor Group, LLC BD affiliatedOtherAug 22, 2006Sep 16, 2022 (5869 d)
Bryan Clark De CuirSynovus Securities, Inc. otherPrivate Advisor Group, LLC BD affiliatedOtherAug 22, 2006Mar 13, 2025 (6778 d)
Patrick James RiceSynovus Securities, Inc. otherCherry Bekaert Wealth Management LLC otherOtherJun 30, 2006Jun 8, 2007 (343 d)
Teresa Newton CombsSynovus Securities, Inc. otherA. G. Edwards & Sons, Inc. unclassifiedOtherMay 16, 2006May 22, 2006
James Kimbrough SheekSynovus Securities, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherMay 1, 2006Apr 17, 2006
John Atkinson ShinkleSynovus Securities, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherMay 1, 2006Apr 17, 2006
Robert William DoerrSynovus Securities, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherApr 28, 2006Apr 10, 2006
Jack Dillard WilliamsSynovus Securities, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherApr 28, 2006Apr 10, 2006
Kyle William CrawfordSynovus Securities, Inc. otherCitigroup Global Markets Inc. otherOtherApr 28, 2006May 2, 2006
Dan Eugene AndersonSynovus Securities, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherApr 26, 2006Apr 18, 2006
Gary Lyle HolcombeSynovus Securities, Inc. otherMutual Service Corporation unclassifiedOtherJan 5, 2006Jan 12, 2006
Wayne Daniel MossSynovus Securities, Inc. otherHomrich Berg otherOtherNov 9, 2005Jul 29, 2009 (1358 d)
Kerstin Anne WilesSynovus Securities, Inc. otherCreative Financial Group Ltd unclassifiedOtherNov 1, 2005May 2, 2003
Patrick Logan GallowaySynovus Securities, Inc. otherMorgan Keegan & Company, LLC otherOtherNov 2, 2004Nov 1, 2004
Bridget Adaline AlcideSynovus Securities, Inc. otherMorgan Keegan & Company, LLC otherOtherMay 28, 2004Jan 26, 2009 (1704 d)
Anton Joslyn BueschenSynovus Securities, Inc. otherThe Jenkins Group independent RIAOtherMay 24, 2004Aug 3, 2005 (436 d)
Sandra Bradley CarlsonSynovus Securities, Inc. otherSymphonic Financial Advisors LLC otherOtherMay 17, 2004Mar 10, 2006 (662 d)
Stephen Michael AlbrittonSynovus Securities, Inc. otherSuntrust Investment Services, Inc. otherOtherFeb 3, 2004Feb 5, 2004
Laura Kim SchillingSynovus Securities, Inc. otherCreative Financial Group Ltd unclassifiedOtherSep 9, 2003May 2, 2003
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143 moves match.