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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-27 |
Branch Locations
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Leander, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Joseph Capital Management Llc | Houston | TX | 12/2015 | Present |
| Schellinger Holding Group Llc | Houston | TX | 02/2010 | 08/2018 |
| Morgan Marx - Self Employed | Houston | TX | 04/2014 | Present |
| Synergy Independent Financial Solutions Lp | Houston | TX | 04/2018 | Present |
| Synfinsol, Llc | Houston | TX | 04/2018 | Present |
1) Synergy Independent Financial Solutions, LP. investment-related. sales of insurance products. Co-Founder and Managing Partner. Started April 2018. Devote approximately 160 hours per month during trading hours. 2) SynFolSol, LLC - this is the general partner of Synergy Independent Financial Solutions, LP. This entity exists for tax purposes and receipt of compensation only. 3) Insurance sales as independent insurance agent. 2220 Moon Tower Trail, Leander, TX. Insurance sales. Started February 2025. 80 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-14 |
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