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

Arrivals at Synovus Securities, Inc.

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
Joseph Allen LuchiniTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 1, 2019Apr 8, 2019
Jeffrey Wayne AskinsLPL Financial LLC independent RIASynovus Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 21, 2019Jan 15, 2019
Emily Nicole MasonMorgan Stanley wirehouseSynovus Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 19, 2019Feb 20, 2019
Allyson Gowen KielTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 5, 2019Feb 12, 2024 (1833 d)
Howard French DaughertyLPL Financial LLC independent RIASynovus Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 8, 2018Nov 1, 2018
Allison Dowdy ParsonsTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2018Aug 28, 2018
Arthur BickerstaffTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 18, 2018Jul 25, 2018
John Ron WoodfordTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 20, 2018Jun 18, 2018
Lirime McguireTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 20, 2018Jun 14, 2018
John Thomas CarterTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 19, 2018Jun 18, 2018
Cathy Wheeler JonesTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 19, 2018Jun 22, 2018
Harold S SladeTruist Advisory Services, Inc. otherSynovus Securities, Inc. BD affiliatedOtherMar 28, 2018Apr 3, 2018
Charles William GrantPruco Securities, LLC BD affiliatedSynovus Securities, Inc. otherOtherMar 13, 2018Mar 5, 2018
Alan E BoyerPruco Securities, LLC BD affiliatedSynovus Securities, Inc. otherOtherMar 7, 2018Mar 5, 2018
Jane W PrevostMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSynovus Securities, Inc. otherOtherJan 17, 2018Jan 8, 2018
Casey Maney CampanaTruist Advisory Services, Inc. otherSynovus Securities, Inc. otherOtherOct 19, 2017Oct 16, 2017
Natalie D SchweersTruist Advisory Services, Inc. otherSynovus Securities, Inc. otherOtherOct 19, 2017Oct 16, 2017
Dave Louis JamesBb&T Investment Services, Inc. otherSynovus Securities, Inc. BD affiliatedOtherJul 13, 2017Oct 1, 2018 (445 d)
Zachary WinchesterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSynovus Securities, Inc. otherOtherJul 10, 2017Jun 30, 2017
Anthony Franklin CarimiWells Fargo Advisors wirehouseSynovus Securities, Inc. otherOtherJun 14, 2017May 30, 2017
Gene Dale PerkinsTruist Advisory Services, Inc. otherSynovus Securities, Inc. otherOtherMay 2, 2017May 8, 2017
Ronald Chris KinnasEdward Jones national BDSynovus Securities, Inc. otherOtherApr 3, 2017Mar 31, 2017
Jarrett Eugene HindrewWells Fargo Advisors wirehouseSynovus Securities, Inc. otherOtherFeb 27, 2017Mar 6, 2017
Jennifer Geroldine DunawayPnc Managed Account Solutions, Inc. otherSynovus Securities, Inc. otherOtherFeb 10, 2017Feb 13, 2017
Craig M LongLPL Financial LLC otherSynovus Securities, Inc. otherOtherNov 29, 2016Jan 23, 2017 (55 d)
Mark Richard MayerTruist Advisory Services, Inc. no RAUMSynovus Securities, Inc. otherOtherNov 21, 2016Dec 2, 2016
Bradley Alan KirchnerFifth Third Securities, Inc. otherSynovus Securities, Inc. otherOtherOct 31, 2016Oct 24, 2016
Kevin Sean MurrayTruist Advisory Services, Inc. no RAUMSynovus Securities, Inc. otherOtherOct 27, 2016Oct 27, 2016
Fredrick William ZehRaymond James Financial Services Advisors, Inc otherSynovus Securities, Inc. otherOtherOct 10, 2016Oct 13, 2016
Ray Lynes MckinneyLPL Financial LLC otherSynovus Securities, Inc. otherOtherSep 23, 2016Sep 21, 2016
Joseph Cummings LeviRobert W. Baird & Co. Incorporated otherSynovus Securities, Inc. otherOtherAug 12, 2016Aug 8, 2016
John Christopher PrudhommeStifel, Nicolaus & Company, Incorporated national BDSynovus Securities, Inc. otherOtherJul 28, 2016Jul 25, 2016
Carter Y HansardFirst Horizon Advisors, Inc otherSynovus Securities, Inc. otherOtherJul 6, 2016Aug 1, 2016
Jason Robert EvansEdward Jones national BDSynovus Securities, Inc. otherOtherJun 23, 2016Jul 20, 2016
Lisa Marie WilsonSuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherJun 20, 2016Jul 6, 2016
Andrew Robert GaySuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherJun 17, 2016Jul 6, 2016
James Russell DavidsonSuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherJun 17, 2016Jul 6, 2016
Matthew Creel AndersonLPL Financial LLC otherSynovus Securities, Inc. otherOtherJun 7, 2016Jun 3, 2016
Shawn RottinkSuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherMar 14, 2016Aug 26, 2016 (165 d)
Todd Emil BellocchioSuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherFeb 18, 2016Mar 3, 2016
Brent Cameron HudsonPrincipal Securities, Inc. otherSynovus Securities, Inc. otherOtherFeb 11, 2016Feb 8, 2016
Denise ChisolmNfp Advisor Services, LLC otherSynovus Securities, Inc. otherOtherDec 14, 2015Jan 5, 2015
Robert Lee MoodyPnc Wealth Management otherSynovus Securities, Inc. otherOtherSep 14, 2015Sep 30, 2015
Stephen Robert TaylorRaymond James & Associates, Inc. national BDSynovus Securities, Inc. otherOtherAug 13, 2015Aug 10, 2015
Christopher Paul BrownWells Fargo Advisors wirehouseSynovus Securities, Inc. otherOtherAug 11, 2015Aug 19, 2015
Mary Margaret TannerLPL Financial LLC otherSynovus Securities, Inc. otherOtherMay 26, 2015Apr 5, 2017 (680 d)
Debra M HooperSuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherFeb 3, 2015Feb 6, 2015
Patrick Harrison PerrySuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherDec 23, 2014Jun 7, 2016 (532 d)
William Thomas BrooksSuntrust Investment Services, Inc. otherSynovus Securities, Inc. BD affiliatedOtherNov 18, 2014Oct 28, 2019 (1805 d)
Deshunnon ThomasWells Fargo Advisors wirehouseSynovus Securities, Inc. otherOtherNov 14, 2014Nov 18, 2014
Michael Jon BaronNationwide Investment Advisors, LLC otherSynovus Securities, Inc. otherOtherAug 6, 2014Aug 13, 2014
Evan Clifford DormanSterne Agee Asset Management, Inc. otherSynovus Securities, Inc. otherOtherJul 9, 2014Jul 7, 2014
Kimberly Armbruster DavisMorgan Stanley wirehouseSynovus Securities, Inc. otherOtherJun 5, 2014Jun 25, 2014
Bridget Adaline AlcideRaymond James & Associates, Inc. national BDSynovus Securities, Inc. otherOtherMar 17, 2014Mar 31, 2014
Christopher Jerome ManziSuntrust Investment Services, Inc. otherSynovus Securities, Inc. otherOtherOct 24, 2013Nov 7, 2013
William S WallerEdward Jones national BDSynovus Securities, Inc. otherOtherSep 10, 2013Sep 12, 2013
Jeffrey Wayne TillmanJ W Korth & Company otherSynovus Securities, Inc. otherOtherSep 3, 2013Sep 13, 2013
Sonya Joo Stocks PhillipsLPL Financial LLC otherSynovus Securities, Inc. otherOtherSep 21, 2012Jan 24, 2013 (125 d)
Jeremy J NewtonSecurities America Advisors, Inc. otherSynovus Securities, Inc. otherOtherJul 27, 2012Mar 31, 2014 (612 d)
Gaines Elizabeth Grelier KohnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSynovus Securities, Inc. otherOtherJul 25, 2012Aug 31, 2012 (37 d)
Page 2 of 3PreviousNext
170 moves match.