DFX Intelligence

RIA Intelligence

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.

Advisor	From	To	Type	Left	Registered
Felicia Lynn Victoria	Ameriprise Financial Services, LLC national BD	Synovus Securities, Inc. other	Other	Jul 13, 2012	Jul 16, 2012
Derrick Allan Dehays	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	May 17, 2012	Jun 5, 2012
Jason Clarke Connally	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Synovus Securities, Inc. other	Other	Apr 25, 2012	Apr 20, 2012
Daniel John Rivera	First Tennessee Advisory Services, Inc. other	Synovus Securities, Inc. other	Other	Feb 22, 2012	Mar 1, 2012
Brooks Matthew Wallington	Fifth Third Securities, Inc. other	Synovus Securities, Inc. other	Other	Feb 3, 2012	Feb 27, 2012
Ashley W Folkes	Fifth Third Securities, Inc. other	Synovus Securities, Inc. other	Other	Dec 16, 2011	Feb 2, 2012 (48 d)
Brian K Bohnen	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	Aug 16, 2011	Feb 27, 2012 (195 d)
Karen S Burke	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	May 4, 2011	Nov 14, 2017 (2386 d)
Paula Roe Turner	Foxhall Capital Management, Inc. other	Synovus Securities, Inc. other	Other	May 2, 2011	May 12, 2011
Blake Stanton Robinson	Thrivent Investment Management Inc. other	Synovus Securities, Inc. other	Other	Apr 7, 2011	Apr 27, 2011
Robert Ward Law	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Nov 30, 2010
Phillip Gary Abshier	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Nov 30, 2010
George Henry Wideman	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Apr 29, 2003
Barton M Gadlage	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Dec 1, 2010
Richard Reid Raby	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Dec 1, 2010
Carol P Warren	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Dec 1, 2010
Crystal Wood Stevens	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Nov 30, 2010
Scott Davis Mauldin	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Nov 30, 2010
Nancy Dorcas Thrasher	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2010	Dec 1, 2010
Thomas Turner Neely	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Synovus Securities, Inc. other	Other	Jul 30, 2010	Jul 19, 2010
Jonathan Frank Woodward	Wells Fargo Advisors wirehouse	Synovus Securities, Inc. other	Other	Jul 19, 2010	Jan 4, 2011 (169 d)
Christopher Jerry Helton	Osaic Institutions, Inc. other	Synovus Securities, Inc. other	Other	Jun 14, 2010	Jun 2, 2010
Brian Patrick O'Neill	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Nov 30, 2009	Oct 25, 2002
William H Barnes	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Synovus Securities, Inc. other	Other	Oct 13, 2009	Oct 12, 2009
Joel Austin Bickmore	Valic Financial Advisors, Inc. other	Synovus Securities, Inc. other	Other	Aug 6, 2009	Aug 5, 2009
Timothy Paul Evans	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Dec 18, 2008	Aug 30, 2002
Jennifer Clark Daffron	Raymond James Financial Services, Inc. unclassified	Synovus Securities, Inc. other	Other	Oct 24, 2008	Sep 11, 2008
Michael Terry Candee	Banc Of America Investment Services, Inc. unclassified	Synovus Securities, Inc. other	Other	Aug 1, 2008	Aug 5, 2008
Wayne Daniel Moss	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Apr 24, 2008	Sep 3, 2003
Andrew Richard Klepchick	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Mar 11, 2008	Aug 28, 2002
Cynthia Amos Helms	Synovus Investment Advisors, Inc. unclassified	Synovus Securities, Inc. other	Other	May 30, 2007	Jun 4, 2007
Cheryl Hillis Carlon	Wells Fargo Advisors wirehouse	Synovus Securities, Inc. other	Other	Mar 1, 2007	Mar 14, 2007
Sergio Fernandez	Compass Advisory Group, LLC unclassified	Synovus Securities, Inc. BD affiliated	Other	Dec 31, 2006	Mar 2, 2020 (4810 d)
Daniel Austin Morgan	Synovus Investment Advisors, Inc. unclassified	Synovus Securities, Inc. other	Other	Dec 31, 2006	Dec 19, 2006
Pedro Luis Zamora	Compass Advisory Group, LLC unclassified	Synovus Securities, Inc. BD affiliated	Other	Dec 31, 2006	Mar 2, 2020 (4810 d)
Michael Sean Burke	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	Nov 16, 2006	May 10, 2007 (175 d)
Howard Bruce Marshall	Morgan Keegan & Company, LLC other	Synovus Securities, Inc. other	Other	Nov 13, 2006	Nov 21, 2006
Robert Lamar Persons	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Synovus Securities, Inc. other	Other	Sep 12, 2006	Jun 25, 2007 (286 d)
Farley Hughes Haralson	Morgan Stanley Dw Inc. unclassified	Synovus Securities, Inc. independent RIA	Other	May 1, 2006	Apr 6, 2020 (5089 d)
Brantley Dexton Whitley	Whitley Investment Management, Inc. unclassified	Synovus Securities, Inc. other	Other	Mar 27, 2006	Mar 23, 2006
Michael Sean Butler	UBS Financial Services Inc. wirehouse	Synovus Securities, Inc. other	Other	Jan 18, 2006	Jun 12, 2006 (145 d)
Gary Lyle Holcombe	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Jan 5, 2006	Feb 26, 2003
Brooks David Robinson	Morgan Stanley Dw Inc. unclassified	Synovus Securities, Inc. other	Other	Nov 10, 2005	Mar 20, 2006 (130 d)
David Bryant Thompson	Raymond James Financial Services, Inc. unclassified	Synovus Securities, Inc. other	Other	Sep 7, 2005	Oct 24, 2005 (47 d)
Christy Ann Cornell	Private Consulting Group, Inc. unclassified	Synovus Securities, Inc. other	Other	Jun 3, 2005	May 25, 2005
Toni E. Curles	UBS Financial Services Inc. wirehouse	Synovus Securities, Inc. other	Other	Jan 14, 2005	Mar 7, 2005 (52 d)
Aimee Lauren Horstman	Legg Mason Wood Walker, Incorporated unclassified	Synovus Securities, Inc. independent RIA	Other	Jul 6, 2004	Nov 15, 2022 (6706 d)
Allahyar Shokouhi Nejad	Raymond James Financial Services, Inc. unclassified	Synovus Securities, Inc. other	Other	Feb 11, 2004	Jan 5, 2011 (2520 d)
Michael Ross Lipsey	Creative Financial Group Ltd unclassified	Synovus Securities, Inc. other	Other	Oct 9, 2003	Mar 18, 2003
Robert Anthony Duncan	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Synovus Securities, Inc. other	Other	Feb 3, 2003	Feb 12, 2003

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170 moves match.