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 Financial Synergies
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 |
|---|---|---|---|---|---|
| Arv Vilutis | Fsi Advisory Group, Inc. unclassified | Financial Synergies independent RIA | Other | May 1, 2026 | Oct 29, 2025 |
| Set Carpintero | Hightower Advisors, LLC BD affiliated | Financial Synergies independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 25, 2025 | Oct 28, 2025 (33 d) |
| Megan Lee Cline | Willis Johnson Wealth independent RIA | Financial Synergies independent RIA | RIA to RIA | Aug 21, 2025 | Sep 11, 2025 |
| Zachary William Robinson | Charles Schwab & Co., Inc. national BD | Financial Synergies independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2020 | Jul 28, 2020 |
| Kevin Arthur Nelson | Heritage Wealth Management other | Financial Synergies other | Other | Feb 23, 2017 | Mar 30, 2017 (35 d) |
| William Neil Goodson | Fsc Securities Corporation other | Financial Synergies other | Other | Jan 6, 2015 | Jan 21, 2015 |
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6 moves match.