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Current Employers
Synergy Wealth Management, Llc

660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-10-28
  • MI RA
    APPROVED
    Since 2016-10-28

Branch Locations

660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546 • 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
Wells Fargo Advisors Llc Grand Rapids MI 05/2009 10/2016
Synergy Wealth Management Llc Grand Rapids MI 11/2016 Present
Previous Registrations
Other Businesses

1) West Michigan Environmental Action Committee. 1007 Lake Dr., Grand Rapids, Mi 49506. Title: Endowment Committee Member: <1 hour per week

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-16
  • S66 Uniform Combined State Law Examination
    2005-09-16

View on SEC IAPD

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