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10 Nj-35, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zynergy Retirement Planning | Red Bank | NJ | 04/2014 | Present |
| Zynergy Retirement Planning | Red Bank | NJ | 09/2014 | Present |
| Zynergy Retirement Planning | Red Bank | NJ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
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