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RIA / WealthAdvisor27 years in industry

ROBERT G FILLMORE

Advisor at SYNERGY FINANCIAL PARTNERS, LLC

DENVER, CO

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Search this name across graphsid dfx:ria:af87c766-aa36-a92d-87da-1fc0efc1d6d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 7, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SYNERGY FINANCIAL PARTNERS, LLC
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: Feb 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Feb 22, 1999
First registration: Dec 7, 2001
Dual registered: no
Other names: ROBERT G FILLMORE|ROBERT GRAHAM FILLMORE
IAPD individual key: 836493

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SYNERGY FINANCIAL PARTNERS, LLC	Independent wealth	Oct 7, 2019	n/a	yes	DENVER, CO	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2018	Jan 23, 2020	no	DENVER, CO	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Aug 1, 2017	Feb 15, 2018	no	APPLETON, WI\|DENVER, CO	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Oct 30, 2002	Sep 8, 2017	no	GREENWOOD VILLAGE, CO\|LAS VEGAS, NV\|LAS VEGAS, NV	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Dec 7, 2001	Oct 7, 2002	no	LAKEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	SYNERGY FINANCIAL PARTNERS, LLC	Jan 23, 2020	Oct 7, 2019	-108	Firm change after gap	Ibd to new firm
SII INVESTMENTS, INC.	LPL FINANCIAL LLC	Feb 15, 2018	Feb 14, 2018	-1	Bulk transfer	Ibd to RIA
PARK AVENUE SECURITIES LLC	SII INVESTMENTS, INC.	Sep 8, 2017	Aug 1, 2017	-38	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	PARK AVENUE SECURITIES LLC	Oct 7, 2002	Oct 30, 2002	23	Firm change	Other

Relationships

Registered with (5)

→ SYNERGY FINANCIAL PARTNERS, LLCRegistered adviserregistration: current employment
Oct 7, 2019 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Jan 23, 2020factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 1, 2017 to Feb 15, 2018factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Oct 30, 2002 to Sep 8, 2017factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 7, 2001 to Oct 7, 2002factForm ADV

Dated events

No dated event names this entity yet.