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 Gyl Financial Synergies, 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.

AdvisorFromToTypeLeftRegistered
Brian Jeffrey HowlesFlagship Capital Management Inc independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAAug 12, 2024Jul 24, 2024
Christopher James RaffertyFidelity Personal And Workplace Advisors BD affiliatedGyl Financial Synergies, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2023Nov 20, 2023 (41 d)
Bruce T HotalingHotaling Investment Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAApr 28, 2023Apr 21, 2023
Colton Inglis GrowneyHotaling Investment Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAApr 28, 2023Apr 28, 2023
Vincent John MarsdenFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Aaron CohenFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Craig Mitchell GiventerFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Christopher Thomas ConwayFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Alan Moises Lerner GuenunFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Jeffrey Michael MastriannaCharles Schwab & Co., Inc. national BDGyl Financial Synergies, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAAug 2, 2022Aug 16, 2022
Gary Allan HerzWechter Feldman Wealth Management, Inc. independent RIAGyl Financial Synergies, LLC mixed wealthRIA to RIAOct 1, 2021Oct 4, 2021
Michael Lawrence GreenWechter Feldman Wealth Management, Inc. independent RIAGyl Financial Synergies, LLC mixed wealthRIA to RIAOct 1, 2021Oct 4, 2021
Steven UlbrichVision Investment Advisors, LLC independent RIAGyl Financial Synergies, LLC mixed wealthRIA to RIAJul 9, 2021Jul 26, 2021
Charles D StaplesFirstwave Financial independent RIAGyl Financial Synergies, LLC mixed wealthRIA to RIAFeb 18, 2020Jan 27, 2020
Caroline Elizabeth AitoroMorgan Stanley wirehouseGyl Financial Synergies, LLC mixed wealthWirehouse to independent RIADec 6, 2019Jan 7, 2020 (32 d)
Joshua Samuel GoldbergEquitable Advisors, LLC national BDGyl Financial Synergies, LLC otherOtherAug 16, 2018Sep 26, 2018 (41 d)
Ekaterini RobertsHooker & Holcombe Investment Advisors, Inc. otherGyl Financial Synergies, LLC otherOtherOct 12, 2017Oct 18, 2017
Wendy Elizabeth DuncanWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016May 24, 2017 (295 d)
Claire Foster WeilWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
Jonathan Stuart YollesWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
Gerald Barry GoldbergWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
Lee Charles BattenWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
Michael Joseph LeporeWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
Shane ReillyWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
Jean-Paul AtallahWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
Luke Joseph VioletteWells Fargo Advisors wirehouseGyl Financial Synergies, LLC otherOtherAug 2, 2016Nov 1, 2016 (91 d)
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26 moves match.