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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Works Financial | Phoenix | AZ | 05/2026 | Present |
| Silvertree Financial Llc | Scottsdale | AZ | 06/2011 | 08/2020 |
| Voya Financial Advisors | Scottsdale | AZ | 09/2014 | 08/2020 |
| Integrated Financial Solutions | Tempe | AZ | 09/2020 | 09/2020 |
| Voya Financial Advisors, Inc. | Phoenix | AZ | 09/2020 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Home Smart/Sharlane Group | Phoenix | AZ | 02/2022 | 02/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Compass Real Estate-The Sharlane Group | Glendale | AZ | 10/2024 | Present |
1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; YES; 2020 N CENTRAL AVE STE 300; PHOENIX; AZ; 85004; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/1/2020; 160; 160; SALE OF FIXED INSURANCE PRODUCTS 2) NAME OF ENTITY: LEAH VANPOELVOORDE-RENTAL; NO; 4230 WEST ELECTRA LANE; GLENDALE; AZ; 85310; RENTAL PROPERTY; OWNER; 1/1/2014; 5; 0; MANAGE PROPERTY, MAINTENANCE AND COLLECT RENT 3) NAME OF ENTITY: SYNERGY WORKS, INC; NO; 4230 WEST ELECTRA LANE; GLENDALE; AZ; 85310; LIFE COACHING; PRESIDENT; 3/8/2006; 15; 0; MANAGING THE BUSINESS 4) NAME OF ENTITY: CROSSFIT FINANCIAL, INC; NO; 4230 WEST ELECTRA LANE; GLENDALE; AZ; 85310; NON-ACTIVE; PRESIDENT/OWNER; 6/12/2013; 0; 0; NO DUTIES 5) NAME OF ENTITY: REAL SYNERGY WORKS, LLC; NO; 4230 WEST ELECTRA LANE; GLENDALE; AZ; 85310; REAL ESTATE HOLDING; STATUTORY AGENT; 10/3/2005; 0; 0; NO DUTIES 6) NAME OF ENTITY: BERRETT GROUP THREE; NO; 516 EAST PORTLAND STREET; PHOENIX; AZ; 85004; RENTAL PROPERTY; MANAGER; 10/1/2020; 2; 0; PROPERTY MANAGEMENT OF REPAIRS NEEDED 7)NAME OF ENTITY: VANBRANDT, LLC; NO; 4230 WEST ELECTRA LANE; PHOENIX; AZ; 85310; RENTAL PROPERTY (TRI-PLEX); STATATORY AGENT; 11/23/2020; 2; 0; PROPERTY MANAGEMENT 8) NAME OF OTHER BUSINESS: ARIZONA CREDIT UNION, DBA CENTRAL FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: CREDIT UNION, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, START DATE: 02/2022, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: CETERA ADVISOR NETWORKS LOCATED AT ARIZONA CREDIT UNION; 9) NAME OF OTHER BUSINESS: COMPASS REAL ESTATE - THE SHARLANE GROUP; INVESTMENT RELATED: NO; ADDRESS: 4230 WEST ELECTRA LANE GLENDALE, AZ 85310; NATURE OF BUSINESS: REAL ESTATE; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: ASSISTANT; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SITTING OPEN HOUSES, SHOWING HOUSES, ASSISTING WITH PAPERWORK IN AN ADMINISTRATIVE CAPACITY; 10) NAME OF OTHER BUSINESS: SYNERGY WORKS FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 1103 N 5TH ST. PHOENIX, AZ 85004; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/18/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-01 |
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