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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-29 |
| AZ | RA | APPROVED | 2015-05-18 |
| NC | RA | APPROVED | 2015-05-06 |
| MI | RA | APPROVED | 2015-03-02 |
Branch Locations
15485 Old Us Highway 27, Lansing, MI 48906 • United States
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities | Arden Hills | MN | 08/2011 | Present |
| Synergy Financial Group, Llc. | Lansing | MI | 04/2009 | Present |
| Jw Wealth Management Group, Llc | Lansing | MI | 01/2007 | Present |
| Synergy Life Annuity, Llc | Lansing | MI | 10/2023 | Present |
1) SYNERGY FINANCIAL GROUP, LLC; INVT REL; 15485 OLD US HIGHWAY 27, LANSING, MI 48906; INSURANCE; MANAGING PARTNER; START 04/2009; INSURANCE SALES AND DBA FOR SECURITIES AND ADVISORY SERVICES. 2) JW WEALTH MANAGEMENT GROUP, LLC; NOT INVESTMENT RELATED; 15485 OLD US HIGHWAY 27, LANSING, MI 48906; LLC FOR BUSINESS BANK ACCOUNTS; MANAGING MEMBER; 0 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS, ACCOUNTING SERVICES. 3) SYNERGY LIFE ANNUITY LLC; INVT REL; 15485 OLD US HIGHWAY 27, LANSING, MI 48906; LLC; MANAGING MEMBER; START 10/2023; 0 HOURS SPENT PER MONTH; 0 HOURS DURING TRADING HOURS; LEGAL ENTITY - LLC - SAVED FOR POSSIBLE FUTURE USE - NOT MARKETING THE LLC TO THE PUBLIC. 4) TITUS ACQUISITIONS LLC; INVT RELATED; 15485 OLD US HIGHWAY 27, LANSING, MI 48906; MANAGING MEMBER; START 1/2024; 5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; LLC HOLDS REAL ESTATE AND IS USED FOR BUSINESS BANK ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-13 |
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