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Advisor at BLUE CAPITAL
ELKHORN, NE | OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLUE CAPITAL | Independent wealth | Nov 18, 2019 | n/a | yes | OMAHA, NE|ELKHORN, NE | Current employment |
| CAPITAL SYNERGY PARTNERS | Former SEC adviser | Jan 31, 2012 | Nov 12, 2019 | no | IRVINE, CA|OMAHA, NE | Previous registration |
| FINANCIAL WEST GROUP | Former SEC adviser | Aug 11, 2006 | Dec 31, 2011 | no | NORTHRIDGE, CA|OMAHA, NE|IRVINE, CA|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL SYNERGY PARTNERS | BLUE CAPITAL | Nov 12, 2019 | Nov 18, 2019 | 6 | Firm change | RIA to RIA |
| FINANCIAL WEST GROUP | CAPITAL SYNERGY PARTNERS | Dec 31, 2011 | Jan 31, 2012 | 31 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148733:304083:NE:2019-11-12 | Nov 12, 2019 | Nov 18, 2019 | OMAHA, NE | Firm change |