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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 | Dec 10, 2025 | n/a | yes | OMAHA, NE | Current employment |
| CAPITAL SYNERGY PARTNERS | Former SEC adviser | Oct 12, 2015 | Nov 12, 2019 | no | IRVINE, CA|OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL SYNERGY PARTNERS | BLUE CAPITAL | Nov 12, 2019 | Dec 10, 2025 | 2,220 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148733:304083:NE:2019-11-12 | Nov 12, 2019 | Dec 10, 2025 | OMAHA, NE | Firm change after gap |