DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SYNERGY ASSET MANAGEMENT, LLC
VANCOUVER, WA | Phoenix, AZ
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 |
|---|---|---|---|---|---|---|
| SYNERGY ASSET MANAGEMENT, LLC | Independent wealth | Jul 2, 2026 | n/a | yes | VANCOUVER, WA|Phoenix, AZ | Current employment |
| PACIFIC POINT ADVISORS, LLC | Independent wealth | Sep 28, 2022 | Mar 25, 2026 | no | PHOENIX, AZ|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PACIFIC POINT ADVISORS, LLC | SYNERGY ASSET MANAGEMENT, LLC | Mar 25, 2026 | Jul 2, 2026 | 99 | Firm change | RIA to RIA |