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Investment Adviser Firm Summary

CAPITAL SYNERGY PARTNERS, INC. (CRD# 148733 / SEC# 8-68060)
Alternate Names: CAPITAL SYNERGY PARTNERS , CAPITAL SYNERGY PARTNERS, INC.

The adviser's REGISTRATION status is listed below.


This adviser is also a brokerage firm

REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
Arizona Approved 04/04/2013
Arkansas Approved 05/27/2011
California Approved 05/23/2011
District of Columbia Approved 05/05/2011
Florida Approved 10/10/2017
Georgia Approved 04/28/2011
Idaho Approved 06/24/2011
Indiana Approved 06/24/2013
Iowa Approved 05/26/2011
Louisiana Approved 01/10/2013
Massachusetts Approved 09/26/2011
Michigan Approved 01/18/2018
Minnesota Approved 03/10/2015
Missouri Cancelled 10/09/2012
Montana Approved 12/22/2010
Nebraska Approved 02/24/2012
Nevada Approved 06/28/2012
New Jersey Approved 03/29/2011
North Carolina Approved 10/12/2011
Ohio Approved 01/06/2012
Oklahoma Approved 03/09/2018
Oregon Approved 06/23/2015
Pennsylvania Approved 03/05/2012
South Carolina Approved 10/05/2011
Texas Approved 10/26/2016
Wisconsin Approved 08/01/2011

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


Not Currently Notice Filed


EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser