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 Cyndeo Wealth Partners
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 |
|---|---|---|---|---|---|
| Casey Shay Jorgensen | Dynasty Wealth Management, LLC asset manager | Cyndeo Wealth Partners independent RIA | Other | Aug 10, 2026 | Sep 9, 2026 |
| Glenn Scott Rodriguez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cyndeo Wealth Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 23, 2026 |
| Shawn Patrick Jiles | Bison Wealth, LLC independent RIA | Cyndeo Wealth Partners independent RIA | RIA to RIA | Sep 9, 2024 | Aug 30, 2024 |
| Margaret L Bilby | David Vaughan Investments, LLC independent RIA | Cyndeo Wealth Partners independent RIA | RIA to RIA | Apr 15, 2024 | Mar 15, 2024 |
| Ryan C Kemp | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners independent RIA | Wirehouse to independent RIA | Mar 22, 2024 | Mar 8, 2024 |
| Richard Thomas Havard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cyndeo Wealth Partners independent RIA | Wirehouse to independent RIA | Dec 21, 2022 | Dec 16, 2022 |
| Michael Scott Crouch | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cyndeo Wealth Partners independent RIA | Wirehouse to independent RIA | Dec 21, 2022 | Dec 16, 2022 |
| Arlene Alexander | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cyndeo Wealth Partners independent RIA | Wirehouse to independent RIA | Dec 16, 2022 | Feb 13, 2023 (59 d) |
| Robert A Thigpen | J. W. Cole Advisors, Inc. independent RIA | Cyndeo Wealth Partners independent RIA | RIA to RIA | Sep 30, 2021 | Sep 10, 2021 |
| Solomon Matthews Kilgroe | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 6, 2020 | Jun 16, 2020 |
| Eric Michael Branson | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 6, 2020 | Jun 16, 2020 |
| Peter Frantzis | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 6, 2020 | Jun 16, 2020 |
| Thomas Marshall Kidwell | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 6, 2020 | Jun 16, 2020 |
| David Ray Lackore | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 6, 2020 | Jun 16, 2020 |
| Christopher Ryan Quinty | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 6, 2020 | Jun 16, 2020 |
| Adam Scott Hess | UBS Financial Services Inc. wirehouse | Cyndeo Wealth Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 6, 2020 | Jun 16, 2020 |
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16 moves match.