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Advisor at SPG ADVISORS LLC
KIRKLAND, WA
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 |
|---|---|---|---|---|---|---|
| SPG ADVISORS LLC | Independent wealth | Jul 27, 2016 | n/a | yes | KIRKLAND, WA | Current employment |
| SYNERGY ASSET MANAGEMENT, LLC | Independent wealth | Aug 5, 2015 | Jul 5, 2016 | no | KIRKLAND, WA|VANCOUVER, WA | Previous registration |
| REDHAWK WEALTH ADVISORS, INC. | Independent wealth | Jul 2, 2014 | Nov 3, 2015 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SYNERGY ASSET MANAGEMENT, LLC | SPG ADVISORS LLC | Jul 5, 2016 | Jul 27, 2016 | 22 | Firm change | Other |
| REDHAWK WEALTH ADVISORS, INC. | SYNERGY ASSET MANAGEMENT, LLC | Nov 3, 2015 | Aug 5, 2015 | -90 | Firm change after gap | Other |