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Advisor at SYNTHETICFI LLC
SAN FRANCISCO, CA
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 |
|---|---|---|---|---|---|---|
| SYNTHETICFI LLC | Independent wealth | Jul 13, 2026 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| YARNWAY WEALTH MANAGEMENT | n/a | Jul 13, 2022 | Oct 31, 2024 | no | SACRAMENTO, CA | Previous registration |
| BERKNELL FINANCIAL GROUP, LLC | n/a | Jan 25, 2019 | Jul 5, 2022 | no | San Francisco, CA|SACRAMENTO, CA | Previous registration |
| BERKNELL FINANCIAL GROUP, LLC | n/a | Mar 8, 2018 | Dec 31, 2018 | no | SACRAMENTO, CA | Previous registration |
| BERKNELL FINANCIAL GROUP, LLC | n/a | Jan 4, 2016 | Dec 31, 2017 | no | SACRAMENTO, CA | Previous registration |
| HSBC SECURITIES (USA) INC. | Bd affiliated wealth | Jul 22, 2015 | Sep 23, 2015 | no | Tysons, VA|RESTON, VA | Previous registration |
| EDWARD JONES | National bd RIA | Sep 15, 2014 | Jun 30, 2015 | no | TEMPE, AZ|TEMPE, AZ|CHEVY CHASE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YARNWAY WEALTH MANAGEMENT | SYNTHETICFI LLC | Oct 31, 2024 | Jul 13, 2026 | 620 | Firm change after gap | Other |
| BERKNELL FINANCIAL GROUP, LLC | YARNWAY WEALTH MANAGEMENT | Jul 5, 2022 | Jul 13, 2022 | 8 | Firm change | Other |
| HSBC SECURITIES (USA) INC. | BERKNELL FINANCIAL GROUP, LLC | Sep 23, 2015 | Jan 4, 2016 | 103 | Firm change | Other |
| EDWARD JONES | HSBC SECURITIES (USA) INC. | Jun 30, 2015 | Jul 22, 2015 | 22 | Firm change | Other |