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 Syntheticfi 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 |
|---|---|---|---|---|---|
| Thomas Jon Casper | Stansberry Asset Management, LLC independent RIA | Syntheticfi LLC independent RIA | RIA to RIA | Apr 14, 2026 | Jan 23, 2026 |
| Corey David Roun | Lyons Wealth Management independent RIA | Syntheticfi LLC independent RIA | RIA to RIA | Dec 31, 2025 | Feb 5, 2026 (36 d) |
| Lonbaye Dasarte Yarnway | Yarnway Wealth Management unclassified | Syntheticfi LLC independent RIA | Other | Oct 31, 2024 | Jul 13, 2026 (620 d) |
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3 moves match.