DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Synergy Asset Management, 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 |
|---|---|---|---|---|---|
| Timothy Scott Nyland | Pacific Point Advisors, LLC independent RIA | Synergy Asset Management, LLC independent RIA | RIA to RIA | Mar 25, 2026 | Jul 2, 2026 (99 d) |
| Paul Joseph Phillips | Td Ameritrade, Inc. no RAUM | Synergy Asset Management, LLC independent RIA | Other | Jan 11, 2021 | Feb 3, 2023 (753 d) |
| Kevin John Williams | Gennaker Capital LLC unclassified | Synergy Asset Management, LLC mixed wealth | Other | Apr 1, 2020 | Apr 17, 2020 |
| Todd Sinclair Jessup | Vision Capital Management Inc other | Synergy Asset Management, LLC independent RIA | Other | Apr 29, 2016 | May 30, 2023 (2587 d) |
| David Mark Stryzewski | Redhawk Wealth Advisors, Inc. other | Synergy Asset Management, LLC other | Other | Nov 3, 2015 | Aug 5, 2015 |
| Alvin Lavern Wolcott | Moser Wealth Advisors other | Synergy Asset Management, LLC other | Other | Dec 1, 2014 | Dec 23, 2020 (2214 d) |
| Jason Youngworth Zalarick | Strategic Advisers LLC national BD | Synergy Asset Management, LLC other | Other | Nov 14, 2012 | Jan 6, 2021 (2975 d) |
Page 1 of 1
7 moves match.