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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Harrison Douglas Saunders | Waverly Advisors, LLC independent RIA | Synovus Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 10, 2026 | Aug 27, 2026 (78 d) |
| Joseph Mark Stout | Morgan Stanley wirehouse | Synovus Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 5, 2026 | Mar 5, 2026 |
| Christopher Fernandez | J.P. Morgan Securities LLC wirehouse | Synovus Securities, Inc. independent RIA | Wirehouse to independent RIA | Oct 21, 2024 | Oct 21, 2024 |
| Jonathan Brooks Groover | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2024 | Sep 30, 2024 |
| Wesley Daniel Stewart | Cetera Investment Advisers LLC BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2024 | Jul 30, 2024 |
| Ryan John Dohallow | Osaic Wealth, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2024 | Jun 17, 2024 |
| Neil Alan Knierim | Wells Fargo Advisors wirehouse | Synovus Securities, Inc. independent RIA | Wirehouse to independent RIA | Jan 30, 2024 | Jun 5, 2025 (492 d) |
| Comer Brooks Woodruff | Thornburg Investment Management Inc asset manager | Synovus Securities, Inc. independent RIA | Other | Jan 9, 2024 | Jan 2, 2024 |
| Alan Michael Posey | Wells Fargo Advisors wirehouse | Synovus Securities, Inc. independent RIA | Wirehouse to independent RIA | Nov 3, 2023 | Oct 31, 2023 |
| Robert Jackson Hopper | Morgan Stanley wirehouse | Synovus Securities, Inc. independent RIA | Wirehouse to independent RIA | Mar 9, 2023 | Mar 13, 2023 |
| Michael S Sava | Wiser Wealth Management, Inc independent RIA | Synovus Securities, Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Apr 20, 2023 (107 d) |
| Ryan Patrick Collin | Securities America Advisors, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2022 | Mar 1, 2023 (219 d) |
| Jonathan Emery Johnson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Synovus Securities, Inc. independent RIA | Wirehouse to independent RIA | Jun 20, 2022 | Sep 7, 2023 (444 d) |
| Stephanie Benardo Desear | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2022 | May 18, 2022 |
| Jonathan Conrad Ferro | Edward Jones national BD | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2022 | Feb 18, 2022 |
| Charles K Miller | Equitable Advisors, LLC national BD | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2021 | Nov 29, 2021 |
| Eduardo Tomas Lopez | Wells Fargo Advisors wirehouse | Synovus Securities, Inc. independent RIA | Wirehouse to independent RIA | Aug 3, 2021 | Aug 9, 2021 |
| James C. Puckett | Pnc Managed Account Solutions, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2021 | May 3, 2021 |
| Malcolm Adrian Peele | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2021 | Mar 30, 2021 |
| Kevin James Mccarthy | Bb&T Securities, LLC BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2021 | Oct 3, 2021 (215 d) |
| Adrienne Meredith Medlin | Bb&T Securities, LLC BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2021 | Dec 11, 2025 (1745 d) |
| Bridget Geraldine Hussey | Bb&T Securities, LLC BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2021 | Nov 20, 2024 (1372 d) |
| Aaron Benjamin Justice | First Citizens Investor Services, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2021 | Feb 17, 2022 (379 d) |
| Joanna Abigail Cole | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2020 | Jul 1, 2020 |
| Justin Mitchell | Advice And Planning Services BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2020 | Apr 2, 2020 |
| Christopher Fernandez | Cetera Investment Advisers LLC BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2020 | Mar 9, 2020 |
| Val Janschutz | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2020 | Feb 4, 2020 |
| Andre Bernard Gonzalez | Wells Fargo Advisors wirehouse | Synovus Securities, Inc. independent RIA | Wirehouse to independent RIA | Dec 17, 2019 | Feb 18, 2021 (429 d) |
| Christopher Allen Kroger | LPL Financial LLC BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2019 | Nov 4, 2019 |
| Miguel Alejandro Alvarez | Morgan Stanley wirehouse | Synovus Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 24, 2019 | Oct 28, 2019 |
| Michelle Jessup Mckenzie | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2019 | Oct 28, 2019 |
| Jason Michael Pace | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2019 | Oct 28, 2019 |
| Sandra Michele Scott | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2019 | Oct 18, 2019 |
| John Joseph Kushman | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2019 | Oct 4, 2019 |
| Juan Carlos Pajon | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2019 | Sep 18, 2019 |
| Manuel Eugenio Vega | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2019 | Sep 19, 2019 |
| Benjamin M. Calvert | Pnc Managed Account Solutions, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2019 | Aug 30, 2019 |
| Fabrizio Sanchez | LPL Financial LLC BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2019 | Aug 8, 2019 |
| Ryan Matthew Young | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2019 | Aug 6, 2019 |
| Thomas Alfred Walsh | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2019 | Aug 6, 2019 |
| Michael Douglas Crowe | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2019 | Feb 4, 2021 (547 d) |
| Stephen Andrew Frick | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2019 | Aug 15, 2019 |
| Robert Lee Moody | Clark Financial Advisors independent RIA | Synovus Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2019 | Aug 12, 2019 |
| Erika Skarlet Chambliss | Nationwide Investment Advisors, LLC BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2019 | Aug 23, 2019 |
| Sadia Jennifer Wood | Bb&T Securities, LLC BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2019 | Aug 12, 2019 |
| James Patrick Greek | Kraft Asset Management, LLC independent RIA | Synovus Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 26, 2019 | Jul 23, 2019 |
| Archie Lee Thompson | Wells Fargo Advisors wirehouse | Synovus Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2019 | Jul 1, 2019 |
| Joanne Gibson Johnson | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2019 | Jun 18, 2019 |
| Tonya Kropoff Sexton | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2019 | Jun 24, 2019 |
| Brian Edward Montalbano | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2019 | Jun 14, 2019 |
| James Albert Meiron | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2019 | Jun 24, 2019 |
| Keith William Garner | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2019 | Jun 14, 2019 |
| Wade Vincent Krempel | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2019 | Jun 14, 2019 |
| Jeffrey Dean Parks | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2019 | Jun 14, 2019 |
| Robert Peyton Haley | Morgan Stanley wirehouse | Synovus Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 18, 2019 | Jul 31, 2019 (43 d) |
| Donald Brent Suriano | Cetera Investment Advisers LLC BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2019 | Jun 18, 2019 |
| Jason Paul Christopher | First Citizens Investor Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2019 | Apr 30, 2019 |
| Michael John Fetzer | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2019 | Apr 8, 2019 |
| Christian John Lau | Truist Advisory Services, Inc. BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2019 | Apr 1, 2019 |
| Keith Aaron Wood | Raymond James Financial Services Advisors, Inc BD affiliated | Synovus Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2019 | Apr 1, 2019 |
Page 1 of 3Next
170 moves match.