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Advisor at BLUE CAPITAL
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 | Jun 18, 2020 | n/a | yes | OMAHA, NE | Current employment |
| CAPITAL SYNERGY PARTNERS | Former SEC adviser | Apr 28, 2014 | Nov 12, 2019 | no | IRVINE, CA|OMAHA, NE | Previous registration |
| FINANCIAL WEST GROUP | Former SEC adviser | May 11, 2010 | Apr 25, 2014 | no | WESTLAKE VILLAGE, CA|WESTLAKE VILLAGE, CA|WESTLAKE VILLAGE, CA|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL SYNERGY PARTNERS | BLUE CAPITAL | Nov 12, 2019 | Jun 18, 2020 | 219 | Firm change | RIA to RIA |
| FINANCIAL WEST GROUP | CAPITAL SYNERGY PARTNERS | Apr 25, 2014 | Apr 28, 2014 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148733:304083:NE:2019-11-12 | Nov 12, 2019 | Jun 18, 2020 | OMAHA, NE | Firm change |