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San Ramon, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Honolulu | HI | 04/2017 | 04/2020 |
| Unemployed | Honolulu | HI | 08/2015 | 04/2017 |
| Synergy Fg | San Ramon | CA | 01/2021 | Present |
| Unemployed | Honolulu | HI | 05/2020 | 12/2020 |
Real Estate Ownership; Single Family; HAMPTN VA 23669; Not Investment Related; Aug 2008. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-29 |
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