Synergy Wealth Alliance, an office of supervisory jurisdiction managing $650 million in assets through 15 affiliated advisers, has switched platforms to LPL Financial from Cetera Financial Group.
Manager and financial adviser Christopher Bordner leads the team at Synergy, which is based in Maitland, Fla.
Mr. Bordner said his goal is to double the size of the firm every 36 months.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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