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 Capital Synergy Partners

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
Michael Anthony VidalCapital Synergy Partners independent RIAWealth Innovation state registeredRIA to a state-registered adviserDec 31, 2022Jan 4, 2023
Edgar HaroutunianCapital Synergy Partners independent RIAThe Wealth Consulting Group independent RIARIA to RIAMay 18, 2020May 18, 2020
Stephen Andrew RipicCapital Synergy Partners independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Jan 2, 2020
Gregory Allen BerstlerCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Nov 18, 2019
Bradley James KingsburyCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Nov 18, 2019
Michael John HerekCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Dec 10, 2025 (2220 d)
Agustin Jay MolinaCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Jun 18, 2020 (219 d)
Matthew R HennCapital Synergy Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 1, 2019Aug 5, 2019 (35 d)
Gregory Andrew FallonCapital Synergy Partners independent RIAHighland Mb Wealth LLC state registeredRIA to a state-registered adviserNov 29, 2018Sep 29, 2025 (2496 d)
Steven Robert SeibelCapital Synergy Partners independent RIACorecap Advisors otherOtherMar 13, 2017Mar 10, 2017
Bradley Tyson FerneyCapital Synergy Partners independent RIAAllegis Investment Advisors, LLC otherOtherFeb 15, 2017Dec 22, 2016
Marianne Rechelle DurhamCapital Synergy Partners independent RIAPurus Wealth Management, LLC otherOtherAug 29, 2016Aug 31, 2016
Anthony Christopher RossiCapital Synergy Partners independent RIAPark Avenue Securities LLC otherOtherNov 10, 2015Dec 7, 2015
Jonathon Paul SoucierCapital Synergy Partners independent RIAPark Avenue Securities LLC otherOtherOct 27, 2015Nov 2, 2015
Shane Patrick BrosnanCapital Synergy Partners independent RIACooper Mcmanus otherOtherMay 29, 2015Jun 3, 2015
Paul Cameron MacdonaldCapital Synergy Partners independent RIAMoney Concepts Advisory Service otherOtherDec 31, 2014Jan 5, 2015
Tod Leighton LenhoffCapital Synergy Partners independent RIAGlobal Financial Private Capital, Inc. otherOtherOct 17, 2014Oct 17, 2014
Michael RaderCapital Synergy Partners independent RIAHsbc Securities (USA) Inc. otherOtherNov 13, 2013Nov 25, 2013
Eric Robert LudvigsenCapital Synergy Partners independent RIASsn Advisory, Inc. otherOtherOct 31, 2013Oct 31, 2013
Larry Dale PeregrineCapital Synergy Partners independent RIAAmerican Independent Securities Group, LLC otherOtherSep 17, 2012Sep 14, 2012
Robert Brian RaabCapital Synergy Partners independent RIAMonticello Investment Services, Inc. otherOtherJun 24, 2011Jul 16, 2013 (753 d)
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21 moves match.