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 Synergy Investment Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Edwin Enrique Melo | Synergy Investment Management LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Oct 23, 2025 (49 d) |
| Lanita Lynn Wheetley | Synergy Investment Management LLC independent RIA | Cogent Private Wealth independent RIA | RIA to RIA | Jan 17, 2025 | Dec 12, 2024 |
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2 moves match.