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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Joseph Capital Management Llc | Houston | TX | 01/2018 | 05/2025 |
| Synergy Annuity Marketing Lp | Houston | TX | 05/2006 | Present |
| Synergy Independent Financial Solutions, Lp Formerly Shg Venture | Houston | TX | 12/2009 | Present |
| Synfinsol, Llc | Houston | TX | 08/2018 | Present |
| Synergy Wealth Management Llc | Houston | TX | 05/2025 | Present |
| Nbc National Marketing, Inc. | Houston | TX | 01/2011 | Present |
| Synergy Tax Solutions, Llc | Houston | TX | 12/2009 | Present |
| Basket Brigade Houston | Houston | TX | 11/2016 | Present |
| Dynamic Planning Systems, Lp | Houston | TX | 10/2008 | Present |
| Synergy Real Properties, Llc | Houston | TX | 07/2007 | Present |
| Schellinger Holding Group, Llc | Houston | TX | 01/2006 | Present |
1). Synergy Independent Financial Solutions, LP. Not investment related. Houston, TX. sales of individual insurance products. Managing partner. Started in 2009. Devotes 1/3 of his time to this activity. 2). SynFinSol, LLC - this is the general partner of Synergy Independent Financial Solutions, LP. not investment-related. 5 - 10 hours per month. 3). Synergy Annuity Marketing, LP. Not investment related. Houston, TX. Marketing, recruiting and wholesaling for insurance products. Receives overrides only for insurance agents affiliated with Synergy Annuity Marketing 5 - 10 hours per month. 4). Schellinger Holding Group, LLC - this is the general partner of Synergy Annuity Marketing, LP. Not investment-related. 3 - 5 hours per month. 5). Dynamic Planning Systems, LP. Not investment-related. Houston, TX. Managing partner. No active business through this entity. 2 hours per month. 6). Synergy Investment Holdings, LLC. Not investment-related. Houston, TX. Managing member - rental real estate. 1 hour per month. 7). NBC National Marketing, Inc. Not investment-related. Houston, TX. Receives overrides 8). Synergy Tax Solutions, LLC. Not investment-related. Houston, TX. Owner/Founder. Offering consulting services to professional tax preparers and offers individual and small business tax preparation services. 1 hour/month. 0 hours during securities trading hours. 9). Basket Brigade Houston. Not investment-related. Houston, TX. Co-founder. Nonprofit organization. Less than 0 hours/month. 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-27 |
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