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3855 Via Nona Marie, Carmel, CA 93923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-06-23 |
Branch Locations
3855 Via Nona Marie P.O. Box 1844, Carmel, CA 93921 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergist Wealth Advisors Llc | Carmel | CA | 05/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-17 |
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