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CHARLES MICHAEL TAYLOR
CRD#: 4119605
IA
Investment Adviser
B
Broker
CAPITAL SYNERGY PARTNERSCRD#: 148733 338 S. SHARON AMITY RD.
CHARLOTTE, NC 28211
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2008 (3 years)2 FIRMS2008 - 2016 (8 years)2 FIRMS2017 - Present (8 years)BNEW ENGLAND SECURITIES (CRD# 615)2002 - 2004 (2 years)BAFS BROKERAGE, INC. (CRD# 25924)2002 - 2002 (<1 year)BCONSECO SECURITIES, INC. (CRD# 29367)2000 - 2002 (2 years)
License(s)

State Registrations

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California 1/3/2017

IA
North Carolina 1/3/2017

IA
California 1/4/2017

IA
South Carolina 1/10/2017

IA
Georgia 10/2/2020

B
South Carolina 2/6/2018

B
Michigan 5/17/2017

B
Texas 1/6/2023

IA
Michigan 1/23/2018

IA
Texas 9/27/2023

B
North Carolina 1/3/2017

B
Virginia 12/9/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAPITAL SYNERGY PARTNERS (CRD#:148733)
338 S. SHARON AMITY RD., CHARLOTTE, NC 28211
Registered with this firm since 1/3/2017

B
CAPITAL SYNERGY PARTNERS (CRD#:148733)
338 S. SHARON AMITY RD., CHARLOTTE, NC 28211
Registered with this firm since 1/3/2017

Previous Registration(s)
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IA
10/17/2008 - 12/12/2016 INVEST FINANCIAL CORPORATION (CRD#:12984) CHARLOTTE, NC
B
10/17/2008 - 12/12/2016 INVEST FINANCIAL CORPORATION (CRD#:12984) CHARLOTTE, NC
IA
02/15/2005 - 10/07/2008 SYNERGY INVESTMENT GROUP, LLC (CRD#:46035) CHARLOTTE, NC
B
01/21/2005 - 10/07/2008 SYNERGY INVESTMENT GROUP, LLC (CRD#:46035) CHARLOTTE, NC
B
12/03/2002 - 12/06/2004 NEW ENGLAND SECURITIES (CRD#:615) NEW YORK, NY
B
06/10/2002 - 10/29/2002 AFS BROKERAGE, INC. (CRD#:25924) AUSTIN, TX
B
04/07/2000 - 06/11/2002 CONSECO SECURITIES, INC. (CRD#:29367) CARMEL, IN
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.