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Mary Katherine Robertson

Synergy Asset Management, LLC

Vancouver, WA

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Current Employers
Synergy Asset Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-08-08
  • WA RA
    APPROVED
    Since 2022-08-08

Branch Locations

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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
Synergy Asset Management, Llc Bellevue WA 05/2019 Present
O'COnnor Photography Stanwood WA 01/2017 05/2019
Unemployed Everett WA 01/2012 01/2017
  • 05/2019 → Present
    Synergy Asset Management, Llc
    Bellevue, WA
  • 01/2017 → 05/2019
    O'COnnor Photography
    Stanwood, WA
  • 01/2012 → 01/2017
    Unemployed
    Everett, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
Other Names
  • Mary Robertson

View on SEC IAPD

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