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 Cynosure Group, 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 |
|---|---|---|---|---|---|
| Abram A Gubler | Orion Portfolio Solutions, LLC BD affiliated | Cynosure Group, LLC other | Other | Apr 3, 2024 | May 15, 2026 (772 d) |
| Kamala Woolley Asay | Raymond James Financial Services Advisors, Inc BD affiliated | Cynosure Group, LLC asset manager | Other | Jul 21, 2023 | Sep 1, 2023 (42 d) |
| Elizabeth M Smoose | Svb Wealth BD affiliated | Cynosure Group, LLC asset manager | Other | May 1, 2023 | May 2, 2023 |
| Clayton John Cochran | Svb Wealth BD affiliated | Cynosure Group, LLC asset manager | Other | Apr 27, 2023 | Apr 26, 2023 |
| Richard A Perez | Svb Wealth BD affiliated | Cynosure Group, LLC asset manager | Other | Apr 25, 2023 | Apr 10, 2023 |
| Jason Morgan Cain | Svb Wealth BD affiliated | Cynosure Group, LLC asset manager | Other | Apr 25, 2023 | Apr 12, 2023 |
| William E Montague | Svb Wealth BD affiliated | Cynosure Group, LLC asset manager | Other | Apr 25, 2023 | Apr 12, 2023 |
| William Irvin Woodson | Svb Wealth BD affiliated | Cynosure Group, LLC asset manager | Other | Apr 5, 2023 | Apr 4, 2023 |
| Mark Robert Siddoway | Grandeur Peak Global Advisors asset manager | Cynosure Group, LLC asset manager | Other | Sep 14, 2022 | Sep 19, 2022 |
| Gary Peter Sica | Svb Wealth independent RIA | Cynosure Group, LLC asset manager | Other | Oct 6, 2021 | Apr 3, 2023 (544 d) |
| Zachary David Larkin | Rondure Global Advisors, LLC other | Cynosure Group, LLC other | Other | Apr 3, 2020 | Aug 6, 2020 (125 d) |
| Christopher Hal Neddo | Cynosure Advisors institutional | Cynosure Group, LLC other | Other | Jan 9, 2019 | Jan 15, 2019 |
| David Reed Hunter | Cynosure Advisors institutional | Cynosure Group, LLC other | Other | Jan 9, 2019 | May 2, 2018 |
| Richard Keith Taylor | Cynosure Advisors institutional | Cynosure Group, LLC asset manager | Other | Jan 9, 2019 | Jan 27, 2023 (1479 d) |
| Spencer Peterson Eccles | Cynosure Advisors institutional | Cynosure Group, LLC other | Other | Jan 9, 2019 | Apr 6, 2018 |
| Herbert Eugene Scruggs | Cynosure Advisors institutional | Cynosure Group, LLC asset manager | Other | Jan 9, 2019 | Jan 27, 2023 (1479 d) |
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16 moves match.