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3773 Cherry Creek North Drive Suite 780, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-10-07 |
Branch Locations
3773 Cherry Creek North Drive Suite 780, Denver, CO 80209 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments Inc | Denver | CO | 02/2009 | 02/2018 |
| Lpl Financial Llc | Denver | CO | 02/2018 | 08/2023 |
| Synergy Financial Partners, Llc | Denver | CO | 07/2019 | Present |
1. 02/14/2018 - PJacobson Financial Planning Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Payroll Purposes. 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 20 Hours Per Month - Fixed Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-03 |
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