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Current Employers
Synergy Investment Group, Llc

708 Mclain Road, Kannapolis, NC 28083 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-31
PA RA APPROVED 2012-04-26
  • NC RA
    APPROVED
    Since 2026-03-31
  • PA RA
    APPROVED
    Since 2012-04-26

Branch Locations

Warrendale, PA • United States

708 Mclain Road, Kannapolis, NC 28083 • 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
Synergy Investment Group, Llc Charlotte NC 05/2005 Present
Arriba Investment & Exchange Inc Gibsonia PA 01/2009 Present
Stonex Securities Inc Warrendale PA 02/2012 Present
  • 05/2005 → Present
    Charlotte, NC
  • 01/2009 → Present
    Arriba Investment & Exchange Inc
    Gibsonia, PA
  • 02/2012 → Present
    Stonex Securities Inc
    Warrendale, PA
Previous Registrations
Other Businesses

1- ARRIBA INVESTMENT & EXCHANGE CORP; NOT INVESTMENT RELATED; 130 BUCKWHEAT DR. GIBSONIA, PA. 15044; TAX PURPOSED; PRESIDENT; 1/29/2009; 1 HOUR PER MONTH DURING SEC TRADING HOURS; PAY OPERATING EXPENSES RELATED TO MY BROKERAGE SALES. 2-SYNERGY INSURANCE GROUP, INC. YES INVESTMENT RELATED; 225 Northgate Dr Warrendale, PA 15086; INSURANCE; INSURANCE AGENT; 5/1/2005; 40 HOURS PER MONTH; 2 HOURS DURING SEC TRADING; INSURANCE PRODUCT SALES. 3-RIGHT NOW PROPERTIES INC 225 Northgate Dr Warrendale, PA 15086 Nature of Business: Buy, Repair, Sell and Rent real estate Investment Related: Non-Investment Related Title: President Duties: Find property, negotiate, close, finance, repair , rent and sell real estate. Start Date: 8/27/2012 Hours Devoted to Business: 8 Hours Devoted to Business during Market Hours: 1/month 4-SALEM UNITED METHODIST CHURCH; 350 MANOR ROAD, WORFORD, PA. 15090; MEMBER OF THE FINANCIAL ENDOWMENT COMMITTEE; START DATE 10/25/2011; NOT INVESTMENT RELATED; 1 HOUR PER MONTH; 0 HOURS DURING SECURITIES TRANDING HOURS; ATTEND MEETINGS WITH OTHERS ON THE COMMITTEE. DISCUSS AND VOTE ON FINANCIAL MATTERS. MAKE RECOMMENDATIONS, HELP WITH FUNDRAISING, VOTE ON SPENDING DECISIONS. 5-SYNERGY INVESTMENT GROUP, LLC 225 Northgate Dr Warrendale, PA 15086 INVESTMENT RELATED, NATURE OF BUSINESS, INVESTMENT ADVISORY, POSITION IA REP, START DATE 05/2005, APPX 100 HOURS PER MONTH, 5-6 HOURS PER DAY DURING SECURITIES TRADING HOURS, DESCRIPTION, INVESTMENT ADVISORY SERVICES, MONITOR CLIENT ACCOUNTS, REVIEW INSURANCE POLICIES, ESTATE PLANNING, BUSINESS CONSULTING, FINANCIAL PLANNING. 6-ARRIBA INVESTMENT MANAGEMENT D/B/A; YES INVESTMENT RELATED; 225 Northgate Dr Warrendale, PA 15086 D/B/A; PRESIDENT AND OWNER; 07/11/2014; 160 HOURS PER MONTH; 143 DURING SECURITY TRADING HOURS; ASSIST CLIENTS WITH INVESTMENTS; Pays expenses for my financial services business. 7-PA NU Inc 4466 Stilley Road, Pittsburgh, PA 15227 Non-profit-provide off campus student housing at the Indiana University of PA Non investment related President Attend Board Meetings/Vote on matters come before the board 03/24/2018 1/2 an hour spent per month and zero hours spent during market hours 8) Eirkson Estate 130 Buckwheat Dr. Gibsonia, PA 15044 Nature of Business: Co Executor Investment Related: Yes Title: Co Executor Start Date: 8/16/2019 Duties: Work with co executor and estate attorney to close estate Hours Devoted to Business: 1 Hours Devoted to business during Market Hours: 0 9) RCAC 100 Fleet St #205 Pittsburgh, PA 15220 Nature of Business: Poll Watcher Investment Related: Non-Investment Related Title: Volunteer Start Date: 11/03/2020 Duties: Watch polls Hours Devoted to Business: 5 hrs for one day Hours Devoted to Business during Market Hours: 3 on one day

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-17
S63 Uniform Securities Agent State Law Examination 1992-05-11
  • S65 Uniform Investment Adviser Law Examination
    2012-05-17
  • S63 Uniform Securities Agent State Law Examination
    1992-05-11
Designations
Other Names
  • Ken Eirkson
  • Kenneth A Eirkson

View on SEC IAPD

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