Richard William Greene

Employer firm

Capital Synergy Partners CRD 148733

$102M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Synergy Partners

2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2019-02-27

AZ RA
APPROVED

Since 2019-02-27

Branch Locations

2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States

2850 N. Swan Road, Suite 140, Tucson, AZ 85712 • 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

Organization	City	State	From	To
Capital Synergy Partners, Inc.	Newport Beach	CA	01/2019	Present
R.W. Greene & Associates, Inc.	Tucson	AZ	07/1975	Present

01/2019 → Present

Capital Synergy Partners, Inc.

Newport Beach, CA
07/1975 → Present

R.W. Greene & Associates, Inc.

Tucson, AZ

Previous Registrations

2009-07-06 → 2014-03-28

Questar Asset Management, Inc.

Minneapolis, MN

Other Businesses

R.W. GREENE & ASSOCIATES, INC. 2850 N. SWAN ROAD, SUITE 140 TUCSON, AZ 85712 PRESIDENT & OWNER/FIXED INSURANCE EFFECTIVE: 07/1975 200 HOURS PER MONTH/6 1/2 HOURS PER MONTH DURING MARKET HOURS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-01-09

S63 Uniform Securities Agent State Law Examination

1987-01-09

Designations

Chartered Financial Consultant

Other Names

Dick Greene
Richard William Jr Greene
Dick Greene

View on SEC IAPD