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1815 North 45Th Street Suite 105, Seattle, WA 98103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-05 |
| WA | RA | APPROVED | 2018-10-15 |
Branch Locations
1815 North 45Th Street Suite 105, Seattle, WA 98103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Financial Management Llc | Seattle | WA | 10/2001 | 10/2018 |
| Synergy Financial Services, Inc. | Seattle | WA | 08/2002 | 10/2018 |
| Flavin Financial, Inc. | Seattle | WA | 07/1998 | Present |
| Aspire Capital Advisors Llc | Seattle | WA | 10/2018 | Present |
Insurance Licensed - non-investment related - appx 10% of his time in this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-01 |
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