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Paula F. De Vos

Synergist Wealth Advisors

Carmel, CA

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Current Employers
Synergist Wealth Advisors

3855 Via Nona Marie, Carmel, CA 93923 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2003-06-23
  • CA RA
    APPROVED
    Since 2003-06-23

Branch Locations

3855 Via Nona Marie P.O. Box 1844, Carmel, CA 93921 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synergist Wealth Advisors Llc Carmel CA 05/2003 Present
  • 05/2003 → Present
    Synergist Wealth Advisors Llc
    Carmel, CA
Previous Registrations
  • 2002-06-19 → 2003-05-15
    Wells Fargo Investments, Llc
    Carmel, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-17
  • S66 Uniform Combined State Law Examination
    2002-06-17
Designations
Other Names
  • Paula Francesca Mizelle
  • Paula Francesca Mizelle
  • Paula Francesca De Vos

View on SEC IAPD

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