Palash Samiul Islam

Current Employers

Synergy Fg

San Ramon, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-08-17
TX	RA	APPROVED	2020-08-17

CA RA
APPROVED

Since 2020-08-17
TX RA
APPROVED

Since 2020-08-17

Branch Locations

San Ramon, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kms Financial Services, Inc	Seattle	WA	10/2006	10/2020
Synergy Financial Group, Ltd	San Ramon	CA	07/2020	Present

10/2006 → 10/2020

Kms Financial Services, Inc

Seattle, WA
07/2020 → Present

Synergy Financial Group, Ltd

San Ramon, CA

Previous Registrations

2006-10-03 → 2020-10-30

Kms Financial Services, Inc.

Seattle, WA

Bellevue, WA

Snoqualmie, WA

San Ramon, CA
2004-02-06 → 2006-10-13

Msi Financial Services, Inc.

Bellevue, WA

Bellevue, WA

Other Businesses

**RENTAL PROPERTIES - NON-INVESTMENT RELATED - 2 PROPERTIES - OWNER - 2007 - 1 HRS/MO - NONE DURING TRADING HRS - COLLECT RENT, MAINTAIN PROPERTY **INSURANCE SALES - NON-INVESTMENT RELATED - SAME - SALES OF INSURANCE - AGENT/CONTRACTOR - 2001 - 15 HRS/MO - 7 HRS/MO DURING TRADING HRS - LTC, DISABILITY, HEALTH, TERM AND OTHER INSURANCE PRODUCT SALES AND SERVICE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-01-14
S63	Uniform Securities Agent State Law Examination	2001-11-16

S65 Uniform Investment Adviser Law Examination

2004-01-14
S63 Uniform Securities Agent State Law Examination

2001-11-16

Designations

View on SEC IAPD