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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-24 |
| VA | RA | APPROVED | 2021-01-27 |
Branch Locations
Star Tannery, VA • United States
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 05/2014 | 12/2016 |
| Poole Financial Group, Inc. Dba Synergy Financial Group | Star Tannery | VA | 08/2014 | Present |
| Prosperity Capital Advisors | Westlake | OH | 01/2017 | 09/2018 |
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 01/2019 | 01/2021 |
| Csp Financial Group Llc | Scottsdale | AZ | 01/2021 | Present |
Name: Poole Financial Group, Inc dba Synergy Financial Group; Investment Related: Yes; Address: 6421 Wardensville Grade, Star Tannery, VA 22654; Nature: Insurance Agent, Insurance Sales; Start Date: August 2014; Hours: 50% of time spent in this practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-29 |
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