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 Syntal Capital Partners, 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
Chad Lafate ClarySyntal Capital Partners, LLC asset managerAmericana Partners, LLC independent RIAOtherApr 15, 2025Jan 31, 2024
Jake Carter WaltonSyntal Capital Partners, LLC independent RIAAmericana Partners, LLC independent RIARIA to RIAFeb 26, 2024Jan 26, 2024
Dane Edward CrunkSyntal Capital Partners, LLC independent RIAEight 31 Financial, LLC no RAUMRIA to a newly registered adviserSep 11, 2023Sep 14, 2023
Raquel L PadillaSyntal Capital Partners, LLC independent RIAEight 31 Financial, LLC independent RIARIA to RIASep 11, 2023Mar 15, 2024 (186 d)
Cade Allen JonesSyntal Capital Partners, LLC independent RIAEight 31 Financial, LLC no RAUMRIA to a newly registered adviserSep 11, 2023Sep 14, 2023
Laura C. BlairSyntal Capital Partners, LLC independent RIAVaquero Private Wealth, Ltd. independent RIARIA to RIANov 27, 2019Jul 29, 2022 (975 d)
John Benjamin GordonSyntal Capital Partners, LLC independent RIAVaquero Private Wealth, Ltd. no RAUMRIA to a newly registered adviserNov 27, 2019Sep 23, 2019
Paul William HarveySyntal Capital Partners, LLC independent RIAVaquero Private Wealth, Ltd. independent RIARIA to RIANov 27, 2019Feb 26, 2020 (91 d)
Barry Lloyd BrauchiSyntal Capital Partners, LLC otherOxbow Advisors, LLC otherOtherAug 18, 2016Sep 22, 2016 (35 d)
Crystal Lynn RauSyntal Capital Partners, LLC otherBeyond Balanced Financial Planning, LLC state registeredOtherJun 2, 2016Dec 7, 2017 (553 d)
Cressinda Nash HyattSyntal Capital Partners, LLC otherEight 31 Financial, LLC independent RIAOtherOct 30, 2015Apr 11, 2024 (3086 d)
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11 moves match.