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 Zynergy Retirement Planning
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 |
|---|---|---|---|---|---|
| Zane Thomas Belcak | Zynergy Retirement Planning independent RIA | Cornerstone Planning Group independent RIA | RIA to RIA | Jun 3, 2026 | Aug 14, 2026 (72 d) |
| William F Gallagher | Zynergy Retirement Planning independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 12, 2025 | Jun 9, 2025 (89 d) |
| Lauren F Russo | Zynergy Retirement Planning independent RIA | Farther independent RIA | RIA to RIA | Oct 5, 2023 | Nov 2, 2023 |
Page 1 of 1
3 moves match.