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 Cynosure Portfolio Advisors 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 |
|---|---|---|---|---|---|
| Brendon Makana Kempin | Ieq Capital, LLC independent RIA | Cynosure Portfolio Advisors LLC independent RIA | RIA to RIA | May 8, 2026 | May 15, 2026 |
| Elizabeth M Smoose | Cynosure Group, LLC other | Cynosure Portfolio Advisors LLC no RAUM | Other | Oct 14, 2025 | Oct 14, 2025 |
| Gary Peter Sica | Cynosure Group, LLC other | Cynosure Portfolio Advisors LLC no RAUM | Other | Oct 14, 2025 | Oct 14, 2025 |
| Clayton John Cochran | Cynosure Group, LLC other | Cynosure Portfolio Advisors LLC no RAUM | Other | Oct 8, 2025 | Oct 9, 2025 |
| Jason Morgan Cain | Cynosure Group, LLC other | Cynosure Portfolio Advisors LLC no RAUM | Other | Oct 7, 2025 | Oct 7, 2025 |
| William E Montague | Cynosure Group, LLC other | Cynosure Portfolio Advisors LLC no RAUM | Other | Oct 7, 2025 | Oct 14, 2025 |
| William Irvin Woodson | Cynosure Group, LLC other | Cynosure Portfolio Advisors LLC independent RIA | Other | Aug 22, 2025 | Jul 9, 2026 (321 d) |
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7 moves match.