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 Syntegra Private Wealth 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 |
|---|---|---|---|---|---|
| Isaac Butler | Foundations Investment Advisors LLC independent RIA | Syntegra Private Wealth Group LLC independent RIA | RIA to RIA | Feb 20, 2026 | Feb 23, 2026 |
| Neil Schraffenberger | Securities America Advisors, Inc. BD affiliated | Syntegra Private Wealth Group LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 10, 2023 | Mar 1, 2023 |
| Thomas Andrew Burke | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Sarah Beth Hartmann Burkemper | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Jeffrey Richard Fiehler | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Stephen Joseph Eifler | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Terry G Moyers | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Erin N Burks | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Jessica R Brown | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Brent Alvin Roever | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Michael William Bauer | Arbor Point Advisors BD affiliated | Syntegra Private Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
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11 moves match.