Company Name:
SYNERGY FINANCIAL MANAGEMENT, LLC
Address:
SUITE 215, 13231 SE 36TH STREET, BELLEVUE WA 98006
CRD Number:
117201
SEC Number:
801-64132
Financial Regulator:
SEC/ FINRA
Website:
http://www.sfmadvisors.com
Registration started
Ended
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 2830136
CONNIE PETERSON
CONNIE CHRISTIANSON CONNIE L PETERSON
started on 2001-12-05
CDR: 2800392
JOHN FLAVIN
JOHN A FLAVIN JOHNNY FLAVIN
started on 2001-12-05
CDR: 2170891
JOSEPH MAAS
JOE M MAAS JOE MERRELL MAAS
started on 2001-10-04
CDR: 4613155
TREVOR SHARP
started on 2003-01-22
CDR: 4613155
TREVOR SHARP
ended on 2003-07-23
CDR: 4621172
JEREMY BURGER
started on 2004-08-10
CDR: 4621172
JEREMY BURGER
ended on 2007-11-15
CDR: 5517782
Brett Davis
BRETT MILO DAVIS Brett Davis
started on 2008-04-09
CDR: 5517782
Brett Davis
BRETT MILO DAVIS Brett Davis
ended on 2011-12-05
CDR: 6186251
DAVID STRYZEWSKI
started on 2015-08-05
CDR: 6442401
ALEX KOPEL
ALEX KOPELEVICH
started on 2015-02-20
CDR: 6051050
CODY CRAWFORD
started on 2016-05-24
CDR: 6051050
CODY CRAWFORD
ended on 2016-06-06
CDR: 6186251
DAVID STRYZEWSKI
ended on 2016-07-05
CDR: 6748585
Francis Roman
started on 2017-03-01
CDR: 6737674
Eric Lansford
started on 2017-05-03
CDR: 6737674
Eric Lansford
ended on 2017-06-23
CDR: 2800392
JOHN FLAVIN
JOHN A FLAVIN JOHNNY FLAVIN
ended on 2018-10-12
CDR: 2792237
ALVIN WOLCOTT
ALVIN LAVERN WOLCOTT
started on 2020-12-23
CDR: 4772606
ELENA Lee
ELENA PONOMARYOVA
started on 2020-06-18
CDR: 2537082
KEVIN WILLIAMS
started on 2020-04-17
CDR: 4388856
RONALD THOMPSON
started on 2020-04-17
CDR: 2830136
CONNIE PETERSON
CONNIE CHRISTIANSON CONNIE L PETERSON
ended on 2020-12-03
CDR: 3128068
JASON ZALARICK
JASON YOUNGWORTH ZALANCK JASON DAVID ZALARICK
started on 2021-01-06



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