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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-04-03 |
| AZ | RA | APPROVED | 2023-03-29 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
Chandler, AZ • United States
Sinks Grove, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Financial Group Of Arizona, Llc | Scottsdale | AZ | 04/2010 | 03/2023 |
| United Planners' Financial Services | Scottsdale | AZ | 08/2012 | Present |
| Synergy Accounting Solutions, Llc. | Scottsdale | AZ | 01/2012 | 03/2023 |
| Synergy Financial Group Of Arizona | Scottsdale | AZ | 07/2010 | 03/2023 |
| Synergy Accounting Solutions, Inc. | Scottsdale | AZ | 01/2012 | 03/2023 |
| Synergy Accounting Solutions, Inc. | Scottsdale | AZ | 01/2012 | 03/2023 |
| Jenna R. Thornton | Chandler | AZ | 01/2008 | Present |
| Synergy Accounting Solutions, Llc | Scottsdale | AZ | 01/2012 | Present |
| The Alderson Inn | Alderson | WV | 07/2024 | Present |
1.) WASHINGTON PARK HOA - SECRETARY/TREASURER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - PAYSON, AZ - SINCE 06/2020 - NOT INVESTMENT RELATED 2.) BLACK BEAR MARKET, LLC - CO-OWNER - PERSONALIZED/HOMEMADE PRODUCTS - CHANDLER, AZ - SINCE 08/2021 - NOT INVESTMENT RELATED 3.) ENLIGHTENED WEALTH MANAGEMENT, LLC - CHIEF EXECUTIVE OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - CHANDLER, AZ - SINCE 03/2023 - INVESTMENT RELATED 4.) JENNA R. THORNTON - AGENT - NON-VARIABLE INSURANCE - CHANDLER, AZ - SINCE 01/2008 - INVESTMENT RELATED 5.) SYNERGY ACCOUNTING SOLUTIONS, LLC - ENROLLED AGENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SCOTTSDALE, AZ - SINCE 01/2012 - NOT INVESTMENT RELATED 6.) ENLIGHTENED WEALTH MANAGEMENT, LLC - CHIEF EXECUTIVE OFFICER - PASS-THROUGH INCOME/BUSINESS EXPENSES - CHANDLER, AZ - SINCE 03/2023 - NOT INVESTMENT RELATED 7.) THE ALDERSON INN - CO-OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ALDERSON, WV - SINCE 07/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-17 |
| S66 | Uniform Combined State Law Examination | 2004-07-21 |
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