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

ZYNERGY RETIREMENT PLANNING

Current firm class

independent wealth managerderived

Book size

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

Industry start

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 3, 2014

First registration

Feb 24, 2014

Dual registered

no

IAPD individual key

4937442

Graph

RIA / Wealth Management

Canonical id

dfx:ria:386bef2d-4930-d9da-4135-e220537bd2b6

First observed

Feb 24, 2014

Last observed

Sep 18, 2026 32 h 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.