DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Synergy Capital
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 |
|---|---|---|---|---|---|
| Riley Govan | Synergy Capital independent RIA | Mattern Capital Management, LLC independent RIA | RIA to RIA | Jul 7, 2025 | Jul 16, 2025 |
| Joseph L. Duran | Synergy Capital independent RIA | Wincap Financial LLC independent RIA | RIA to RIA | Jun 23, 2025 | Jun 20, 2025 |
Page 1 of 1
2 moves match.