This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CAPITAL SYNERGY PARTNERS

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 14, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 14, 1997

First registration

Oct 18, 2007

Dual registered

yes, broker-dealer

Other names

LORRAINE SEIDEL|LORRIE DIMARTINO

IAPD individual key

2817461

Graph

RIA / Wealth Management

Canonical id

dfx:ria:037ecf15-bcac-06db-3a7c-9aa4e9e3aefb

First observed

Oct 18, 2007

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.