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Fredrick Robert Iacovoni

Synergy Wealth Management, LLC

Grand Rapids, MI

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Current Employers
Synergy Wealth Management, Llc

660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-04-09
MI RA APPROVED 2015-06-16
  • TX RA
    APPROVED_RES
    Since 2018-04-09
  • MI RA
    APPROVED
    Since 2015-06-16

Branch Locations

660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546 • 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 Wealth Management Llc Grand Rapids MI 04/2015 Present
Previous Registrations
Other Businesses

MITTEN STATE GUIDE SERVICE, LLC; NON-INVESTMENT RELATED; GRAND RAPIDS, MI; OWNER/FISHING GUIDE; TIME SPENT: APPROX. 8 HRS/MTH, 0 TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-31
S63 Uniform Securities Agent State Law Examination 1995-11-01
  • S65 Uniform Investment Adviser Law Examination
    2010-08-31
  • S63 Uniform Securities Agent State Law Examination
    1995-11-01
Other Names
  • Fred Iacovoni

View on SEC IAPD

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