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7525 Se 24Th Street Suite 630, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Act Securities, Llc | Mercer Island | WA | 01/2026 | Present |
| Generational Equity | Spokane | WA | 03/2025 | Present |
| Synergy Business Development, Llc | Cheney | WA | 12/2005 | Present |
1. Generational Equity, Non Investment Related, 601 W 1st Ave, Suite 1451, Spokane, WA 99201, Nature: Mergers and Acquisitions, Managing Director, M&A, started 3/17/2025, 180 hours per month, 80 hours per month during securities trading hours, Sell-side M&A. 2. Synergy Business Development, LLC, Non Investment Related, 703 Clover Ct, Cheney, WA 99004, Nature: Business Valuations, Owner, started 12/1/2005, 10 hours per month, 0 hours per month during securities trading hours, Prepare business valuations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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