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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-05 |
| FL | RA | APPROVED | 2018-05-07 |
Branch Locations
1961 Nw 150Th Ave Ste 201, Pembroke Pines, FL 33028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jcp Ventures, Llc | Pembroke Pines | FL | 08/2005 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 04/2018 | Present |
| Synergy Financial Strategies, Inc | Pembroke Pines | FL | 03/2011 | Present |
| Synergy Elite Wealth Management Llc | Pembroke Pines | FL | 05/2018 | Present |
1.) Synergy Financial Strategies, Inc; Yes Investment-Related; 1961 NW 150th Ave, Ste 201, Pembroke Pines, FL 33028; Insurance Sales and Services; President; Start Date 03/2011; 160 Hours/Month; 152 hours During Trading; Owner/Advisor. (2.) JCP Ventures, Inc; Yes Investment-Related; 1961 NW 150th Ave, Ste 201, Pembroke Pines, FL 33028; Real Estate Investments; Real Estate Investor; Start Date 08/2005; 1 Hour/Month; 0 Hours During Trading; Monthly Administrative/Bookkeeping Tasks; 2.) GONVAL HOLDING, LLC; INVESTMENT RELATED; 1961 NW 150TH AVE, SUITE 201, PEMBROKE PINES, FL 33028; REAL ESTATE HOLDING COMPANY; MANAGING GENERAL PARTNER; START DATE: 05/18/2018; APPROX 02 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; ADMINISTRATIVE, ACCOUNTING, PROPERTY MANAGEMENT WHEN NEEDED. 3.) JAJ FINANCIAL RESOURCES, INC.; INVESTMENT RELATED; 1961 NW 150TH AVE, SUITE 201, PEMBROKE PINES, FL 33028; EDUCATIONAL INSURANCE AGENCY; SHARE HOLDER; START DATE: 12/01/2009; APPROX 01 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; ADMINISTRATIVE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-05-31 |
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