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Todd Sinclair Jessup

Synergy Asset Management, LLC

Miamisburg, OH

Vancouver, WA

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Current Employers
Synergy Asset Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-30
  • OH RA
    APPROVED
    Since 2023-05-30

Branch Locations

Miamisburg, OH • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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
OrganizationCityStateFromTo
Synergy Asset Management Llc Bellevue WA 05/2023 Present
Rvx Asset Management Aventura FL 03/2017 05/2023
Unemployed Portland OR 05/2016 03/2017
  • 05/2023 → Present
    Synergy Asset Management Llc
    Bellevue, WA
  • 03/2017 → 05/2023
    Rvx Asset Management
    Aventura, FL
  • 05/2016 → 03/2017
    Unemployed
    Portland, OR
Previous Registrations
  • 2016-03-30 → 2016-04-29
    Vision Capital Management Inc
    Portland, OR
  • 2004-04-01 → 2010-06-30
    Rigel Capital Llc
    Seattle, WA
  • 2002-11-20 → 2003-10-29
    Clover Capital Management Inc
    Fairview Village, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-01
  • S66 Uniform Combined State Law Examination
    2002-11-01
Designations

View on SEC IAPD

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