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Robert G Fillmore

Synergy Financial Partners, LLC

Denver, CO

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Current Employers
Synergy Financial Partners, Llc

3773 Cherry Creek North Drive Suite 780, Denver, CO 80209 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-10-07
  • CO RA
    APPROVED
    Since 2019-10-07

Branch Locations

3773 Cherry Creek North Drive Suite 780, Denver, CO 80209 • 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
Guardian Life Insurance Co Greenwood Village CO 10/2002 08/2017
Park Avenue Securities Llc Greenwood Village CO 10/2002 08/2017
Sii Invesments, Inc. Denver CO 08/2017 02/2018
Lpl Financial Llc Denver CO 02/2018 04/2021
Synergy Financial Partners, Llc Denver CO 07/2019 Present
Previous Registrations
  • 2018-02-14 → 2020-01-23
    Lpl Financial Llc
    Denver, CO
  • 2017-08-01 → 2018-02-15
    Sii Investments, Inc.
    Appleton, WI
    Denver, CO
  • 2002-10-30 → 2017-09-08
    Park Avenue Securities Llc
    Greenwood Village, CO
    Las Vegas, NV
    Las Vegas, NV
  • 2001-12-07 → 2002-10-07
    Raymond James Financial Services, Inc.
    Lakewood, CO
Other Businesses

02/14/2018 - Independent Insurance Producer - Investment Related - Non-Variable Insurance - Representative - Life and LTC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-28
S63 Uniform Securities Agent State Law Examination 1999-02-22
  • S66 Uniform Combined State Law Examination
    2000-02-28
  • S63 Uniform Securities Agent State Law Examination
    1999-02-22
Other Names
  • Robert G Fillmore
  • Robert Graham Fillmore

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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