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 Synergy Financial Group Of Arizona, 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 |
|---|---|---|---|---|---|
| Odell Berry | The Planning Group other | Synergy Financial Group Of Arizona, LLC other | Other | Jul 23, 2010 | Jul 8, 2010 |
| Jenna Renee Thornton | LPL Financial LLC other | Synergy Financial Group Of Arizona, LLC other | Other | Feb 24, 2006 | Jun 28, 2010 (1585 d) |
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2 moves match.