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Current Employers
Synergy Asset Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-02
  • AZ RA
    APPROVED
    Since 2026-07-02

Branch Locations

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Phoenix, AZ • 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
Pacific Point Advisors, Llc Rancho Santa Fe CA 01/2022 03/2026
Zack'S Investment Research Chicago IL 02/2011 01/2022
Synergy Asset Management Vancouver WA 05/2026 Present
  • 01/2022 → 03/2026
    Rancho Santa Fe, CA
  • 02/2011 → 01/2022
    Zack'S Investment Research
    Chicago, IL
  • 05/2026 → Present
    Synergy Asset Management
    Vancouver, WA
Previous Registrations
Other Businesses

VIKING REALTY, INC, NOT INVESTMENT RELATED, PHOENIX, AZ, 85032, REAL ESTATE, PRESIDENT, 01/2022, 8 HRS/ MONTH, 0 HRS/ MONTH DURING TRADING HOURS, OWNER OF RESIDENTIAL REAL ESTATE COMPANY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-01
  • S63 Uniform Securities Agent State Law Examination
    1994-07-01
Designations
Other Names
  • Timothy Nyland
  • Timothy Dangler

View on SEC IAPD

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