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Set Carpintero

Financial Synergies

Houston, TX

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Current Employers
Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-28
  • TX RA
    APPROVED
    Since 2025-10-28

Branch Locations

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • 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
Seabridge Wealth Mangement Llc St. Petersburg FL 09/2014 10/2019
Vintage Financial Services Ann Arbor MI 11/2019 04/2022
Resource Consulting Group Orlando FL 04/2022 01/2024
Hightower Advisors Chicago IL 01/2024 Present
  • 09/2014 → 10/2019
    Seabridge Wealth Mangement Llc
    St. Petersburg, FL
  • 11/2019 → 04/2022
    Vintage Financial Services
    Ann Arbor, MI
  • 04/2022 → 01/2024
    Resource Consulting Group
    Orlando, FL
  • 01/2024 → Present
    Hightower Advisors
    Chicago, IL
Previous Registrations
  • 2024-01-24 → 2025-09-25
    Hightower Advisors, Llc
    Chicago, IL
    Orlando, FL
  • 2022-06-07 → 2024-01-26
    Resource Consulting Group
    Orlando, FL
  • 2020-07-02 → 2022-04-18
    Vintage Financial Services Llc
    Ann Arbor, MI
  • 2016-03-16 → 2019-10-29
    Swm Advisors
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-11
  • S65 Uniform Investment Adviser Law Examination
    2016-02-11
Designations

View on SEC IAPD

Other Firms

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TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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