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Gregory Anson Alves

Synergy Capital Advisors, LLC

Round Rock, TX

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Current Employers
Synergy Capital Advisors, Llc

Round Rock, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-09-24
  • TX RA
    APPROVED
    Since 2010-09-24

Branch Locations

Round Rock, TX • 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 No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synergy Capital Advisors, Llc Round Rock TX 05/2006 Present
The Mba Investment Fund, Llc Autin TX 08/2017 05/2021
Aim Investment Center, University Of Texas At Austin Austin TX 08/2017 05/2021
University Of Texas At Austin Austin TX 08/2012 05/2024
  • 05/2006 → Present
    Synergy Capital Advisors, Llc
    Round Rock, TX
  • 08/2017 → 05/2021
    The Mba Investment Fund, Llc
    Autin, TX
  • 08/2017 → 05/2021
    Aim Investment Center, University Of Texas At Austin
    Austin, TX
  • 08/2012 → 05/2024
    University Of Texas At Austin
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-04
  • S65 Uniform Investment Adviser Law Examination
    2006-04-04

View on SEC IAPD

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