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Inactive

Grace Elizabeth Gallagher

Zynergy Retirement Planning

Red Bank, NJ

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Current Employers
Zynergy Retirement Planning

10 Nj-35, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-21
NJ RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-06-21
  • NJ RA
    APPROVED
    Since 2024-02-23

Branch Locations

10 Nj-35, Red Bank, NJ 07701 • 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
Unemployed Na XX 10/2013 04/2021
Endless Sup Company Belmar NJ 05/2021 08/2022
Zynergy Retirement Planning Red Bank NJ 06/2023 Present
Zynergy Retirement Planning Red Bank NJ 06/2023 Present
N/A N/A XX 09/2022 05/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-17
  • S65 Uniform Investment Adviser Law Examination
    2024-02-17
Other Names
  • Grace Gallagher

View on SEC IAPD

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WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
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DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
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