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.

AdvisorFromToTypeLeftRegistered
Thomas Jon CasperStansberry Asset Management, LLC independent RIASyntheticfi LLC independent RIARIA to RIAApr 14, 2026Jan 23, 2026
Corey David RounLyons Wealth Management independent RIASyntheticfi LLC independent RIARIA to RIADec 31, 2025Feb 5, 2026 (36 d)
Lonbaye Dasarte YarnwayYarnway Wealth Management unclassifiedSyntheticfi LLC independent RIAOtherOct 31, 2024Jul 13, 2026 (620 d)
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3 moves match.