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 Group, 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
Toni Marie Vaughan	Synergy Investment Group, LLC other	Spark Asset Management Group state registered	Other	Dec 31, 2025	Jun 19, 2017
Rodney Martin Hager	Synergy Investment Group, LLC other	Advice And Planning Services BD affiliated	Other	Nov 14, 2019	Jan 8, 2020 (55 d)
Michael Andrew Sellers	Synergy Investment Group, LLC other	Aspire Private Capital independent RIA	Other	Feb 4, 2019	Jan 22, 2019
Janet Colleen Galloway	Synergy Investment Group, LLC other	Stonex Advisors Inc. BD affiliated	Other	Aug 30, 2018	Aug 16, 2018
Jillianne Wilkinson	Synergy Investment Group, LLC other	Bts Asset Management, Inc. other	Other	Nov 21, 2017	Jul 6, 2017
Phillip Thomas Whitley	Synergy Investment Group, LLC other	H. Beck, Inc. other	Other	May 4, 2017	May 4, 2017
Alec L Nielsen	Synergy Investment Group, LLC other	Arete Wealth Advisors, LLC other	Other	Jun 10, 2015	Jun 24, 2015
Leiland David Overson	Synergy Investment Group, LLC other	Overson Advisory Group state registered	Other	Dec 31, 2012	Jan 1, 2013
Rachel Hill Ashman	Synergy Investment Group, LLC other	Pnc Wealth Management other	Other	Nov 28, 2012	Apr 2, 2014 (490 d)
Joshua Ben Voisine	Synergy Investment Group, LLC other	Pnc Wealth Management other	Other	Jun 28, 2012	May 8, 2012
Leiland David Overson	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Mar 7, 2012	Mar 22, 2012
Phillip Thomas Whitley	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Mar 7, 2012	Mar 8, 2012
Toni Marie Vaughan	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Mar 7, 2012	Apr 5, 2012
Daniel Spiegel	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Mar 7, 2012	Apr 23, 2012 (47 d)
Gaurav Chand Lall	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Mar 7, 2012	Apr 23, 2012 (47 d)
James Allen Burt	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Mar 7, 2012	Apr 5, 2012
Jared Scott Friedman	Synergy Investment Group, LLC other	Sb Advisory, LLC other	Other	Mar 6, 2012	Mar 5, 2012
Ryan Marshall Dantinne	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Mar 1, 2012	Jun 18, 2012 (109 d)
Matthew Haas Foster	Synergy Investment Group, LLC other	LPL Financial LLC other	Other	Nov 28, 2011	Jan 8, 2013 (407 d)
Mark Edward Whitley	Synergy Investment Group, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 31, 2011	Jun 21, 2011
Jason Nicholas Abeles	Synergy Investment Group, LLC other	Wells Fargo Advisors wirehouse	Other	May 17, 2011	May 31, 2011
Sandra Greer Austin	Synergy Investment Group, LLC other	Osaic Fs, Inc. other	Other	May 16, 2011	May 31, 2011
George Allen Martin	Synergy Investment Group, LLC other	Cic Advisers, LLC unclassified	Other	Apr 4, 2011	Apr 1, 2011
David Eric Van Horn	Synergy Investment Group, LLC other	Cic Advisers, LLC unclassified	Other	Apr 4, 2011	Apr 1, 2011
Timothy John Bain	Synergy Investment Group, LLC other	Spark Asset Management Group state registered	Other	Nov 16, 2010	Jan 14, 2011 (59 d)
Eric Christopher Sides	Synergy Investment Group, LLC other	Sterne Agee Asset Management, Inc. other	Other	Nov 16, 2010	Nov 1, 2010
Jason Bradley Redditt	Synergy Investment Group, LLC other	Avantax Advisory Services other	Other	Sep 30, 2010	Sep 30, 2010
Craig Morningstar	Synergy Investment Group, LLC other	Dynamic other	Other	Jun 1, 2010	Jun 8, 2011 (372 d)
Richard West Weemhoff	Synergy Investment Group, LLC other	LPL Financial LLC other	Other	Mar 18, 2010	Mar 18, 2010
Eric Alan Peterson	Synergy Investment Group, LLC other	American Investment Services other	Other	Dec 31, 2009	Dec 12, 2008
Mitchell Louis Spiehs	Synergy Investment Group, LLC other	American Investment Services other	Other	Dec 31, 2009	Feb 16, 2011 (412 d)
Lauren Ashleigh Rosberg	Synergy Investment Group, LLC other	American Investment Services other	Other	Dec 31, 2009	Jun 23, 2010 (174 d)
Marc Leonard La Vigne	Synergy Investment Group, LLC other	Gunnallen Financial, Inc unclassified	Other	Nov 2, 2009	Nov 2, 2009
David Edward Lacinski	Synergy Investment Group, LLC other	Mid Atlantic Financial Management, Inc. other	Other	Jun 30, 2009	Jul 1, 2009
Steven Alan Suib	Synergy Investment Group, LLC other	Kalos Management other	Other	May 29, 2009	Jun 11, 2009
Michael Todd Brown	Synergy Investment Group, LLC other	Invest Financial Corporation other	Other	Mar 12, 2009	Jan 26, 2009
Peter James Conway	Synergy Investment Group, LLC other	Global Financial Private Capital, Inc. other	Other	Feb 9, 2009	Apr 27, 2011 (807 d)
Michael Francis Cloutier	Synergy Investment Group, LLC other	Regal Advisory Services, Inc. other	Other	Dec 31, 2008	Jan 6, 2009
Darcy Lee Ecklund	Synergy Investment Group, LLC other	Raymond James Financial Services, Inc. unclassified	Other	Dec 31, 2008	Jan 6, 2009
Brent Alan Reed	Synergy Investment Group, LLC other	Regal Advisory Services, Inc. other	Other	Dec 31, 2008	Jan 2, 2009
Michael Dominic Croce	Synergy Investment Group, LLC other	Vanguard Advisers, Inc. other	Other	Dec 31, 2008	Jul 17, 2015 (2389 d)
Margot Suzanne Davis	Synergy Investment Group, LLC other	Tribeca Advisors, LLC unclassified	Other	Dec 10, 2008	Apr 9, 2009 (120 d)
Vincent Joseph Giannattasio	Synergy Investment Group, LLC other	A.D. Vallett & Company, LLC unclassified	Other	Dec 10, 2008	Jun 11, 2009 (183 d)
Kenneth Warren Poe	Synergy Investment Group, LLC other	Mcgill Advisors, Inc. other	Other	Nov 18, 2008	Sep 21, 2010 (672 d)
Sherri Lynette Brown	Synergy Investment Group, LLC other	Eagle Financial Advisors, LLC independent RIA	Other	Nov 14, 2008	Apr 29, 2015 (2357 d)
Charles Michael Taylor	Synergy Investment Group, LLC other	Invest Financial Corporation other	Other	Oct 7, 2008	Oct 17, 2008
Terry Lee Tyler	Synergy Investment Group, LLC other	Regal Investment Advisors LLC other	Other	Sep 30, 2008	Mar 4, 2013 (1616 d)
James Carroll Billingsley	Synergy Investment Group, LLC other	Msi Financial Services, Inc. other	Other	Sep 8, 2008	Sep 15, 2008
Michael Yves Heridia	Synergy Investment Group, LLC other	Rubicon Investment Management & Analytics state registered	Other	Nov 30, 2007	Jan 1, 2007
George Mason Cozart	Synergy Investment Group, LLC other	LPL Financial LLC other	Other	Aug 3, 2007	Aug 3, 2007
Samuel Branch Laneave	Synergy Investment Group, LLC other	Osaic Fa, Inc. other	Other	Jan 23, 2007	Jan 23, 2007
Eric Brandon Montgomery	Synergy Investment Group, LLC other	Uvest Financial Services Group, Inc. unclassified	Other	Jan 22, 2007	Jan 26, 2007
Ericka Kay Marini	Synergy Investment Group, LLC other	Edward Jones national BD	Other	Jun 26, 2006	Nov 22, 2006 (149 d)
Tina Byrnes Hall	Synergy Investment Group, LLC other	Bonwell Capital Management, LLC other	Other	Jun 12, 2006	Feb 4, 2008 (602 d)
William Shawn Bonwell	Synergy Investment Group, LLC other	Bonwell Capital Management, LLC other	Other	Jan 18, 2006	Jan 18, 2006
Todd Charles Bauman	Synergy Investment Group, LLC other	Bauman, Todd unclassified	Other	Mar 7, 2005	Jan 4, 2006 (303 d)
Jasen Allen Hedrick	Synergy Investment Group, LLC other	Nationwide Securities, LLC no RAUM	Other	Dec 4, 2002	Dec 13, 2017 (5488 d)

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57 moves match.