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.

Current firm

SYNERGY INVESTMENT MANAGEMENT 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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 2, 2026

Dual registered

yes, broker-dealer

Other names

Julie Adams|Julia Scotchie|Julie Scotchie

IAPD individual key

7712306

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f214da6a-0648-786a-0e1f-2abf51e4e0d6

First observed

Sep 1, 2015

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.