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11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-03 |
| WA | RA | APPROVED | 2018-11-28 |
Branch Locations
11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2021-04-07 |
| WA | RA | APPROVED | 2001-10-04 |
Branch Locations
Scottsdale, AZ • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Asset Management, Llc | Seattle | WA | 10/2001 | Present |
| Synergy Financial Services, Inc. | Seattle | WA | 08/1997 | Present |
| Synergy Mergers + Acquisitions, Llc | Seattle | WA | 03/2005 | Present |
| Spg Advisors Llc | Kirkland | WA | 11/2018 | Present |
| Rowan Street Advisors, Llc | Seattle | WA | 03/2015 | Present |
Mr. Maas is affiliated to Synergy Financial Services, Inc., Rowan Street Advisors, LLC, Synergy Mergers + Acquisitions, LLC, and an Investment Advisor Representative with Synergy Asset Management, LLC. More than 75% of his time is spent in these capacities. Investment-Related. Address: 13231 SE 36th St Ste 215, Bellevue, WA 98006
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-26 |
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