Lary Matthew Weintraub

Current Employers

Synergy Financial Partners, Llc

3773 Cherry Creek North Drive Suite 780, Denver, CO 80209 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2020-10-06
FL	RA	APPROVED	2020-10-06

CO RA
APPROVED

Since 2020-10-06
FL RA
APPROVED

Since 2020-10-06

Branch Locations

Boynton Beach, FL • United States

3773 Cherry Creek North Drive Suite 780, Denver, CO 80209 • 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

Organization	City	State	From	To
Park Avenue Securities	Greenwood Village	CO	05/2009	08/2020
Guardian Life Insurance Company Of America	Greenwood Village	CO	05/2009	08/2020
Synergy Financial Partners, Llc	Denver	CO	08/2020	Present

05/2009 → 08/2020

Park Avenue Securities

Greenwood Village, CO
05/2009 → 08/2020

Guardian Life Insurance Company Of America

Greenwood Village, CO
08/2020 → Present

Synergy Financial Partners, Llc

Denver, CO

Previous Registrations

2009-07-13 → 2020-09-09

Park Avenue Securities Llc

Greenwood Village, CO
2003-06-23 → 2004-12-02

Southtrust Securities, Llc

Boca Raton, FL
2001-01-26 → 2003-06-27

Ubs Financial Services Inc.

Ft Lauderdale, FL

Other Businesses

1. Wealth Strategy Advisors LLC This LLC is for a tax and liability protection strategy for me. Start: 05/01/2006 Address: 6455 S Yosemity St Ste 300; Greenwood Village, CO 80111 0 hrs per month

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-09-03
S65	Uniform Investment Adviser Law Examination	2001-05-08

S63 Uniform Securities Agent State Law Examination

2009-09-03
S65 Uniform Investment Adviser Law Examination

2001-05-08

Designations

Other Names

Lary M Weintraub
Lary Matthew Weintraub
Lary Matthew Weinthraub

View on SEC IAPD