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Detailed Report
MATTHEW MICHAEL MELENDEZ
MATTHEW MELENDEZ
CRD#: 5642488
IA
Investment Adviser
B
Broker
CAPITAL SYNERGY PARTNERSCRD#: 148733 401 E ROWLAND ST.
COVINA, CA 91723
Registration History
2010201220142016201820202022202420262 FIRMS2009 - 2011 (2 years)2 FIRMS2011 - 2012 (<1 year)2 FIRMS2014 - Present (10 years)IAINNOVATUM CAPITAL PARTNERS, LLC (CRD# 154192)2012 - 2014 (1 year)
License(s)

State Registrations

IA
Arizona 8/29/2019
IA
Georgia 9/7/2021
B
California 4/1/2014
IA
Idaho 10/15/2024
IA
California 4/1/2014
IA
Missouri 10/8/2024
IA
Florida 1/21/2021
IA
Texas 9/9/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAPITAL SYNERGY PARTNERS (CRD#:148733)
401 E ROWLAND ST., COVINA, CA 91723
Registered with this firm since 4/1/2014
B
CAPITAL SYNERGY PARTNERS (CRD#:148733)
401 E ROWLAND ST., COVINA, CA 91723
Registered with this firm since 4/1/2014
Previous Registration(s)
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IA
 07/11/2012 - 02/20/2014 INNOVATUM CAPITAL PARTNERS, LLC (CRD#:154192) COSTA MESA, CA
IA
 11/03/2011 - 05/17/2012 ONEAMERICA SECURITIES, INC. (CRD#:4173) NEWPORT BEACH, CA
B
 11/03/2011 - 05/17/2012 ONEAMERICA SECURITIES, INC. (CRD#:4173) NEWPORT BEACH, CA
IA
 12/03/2009 - 09/27/2011 WADDELL & REED, INC. (CRD#:866) ONTARIO, CA
B
 09/09/2009 - 09/27/2011 WADDELL & REED, INC. (CRD#:866) ONTARIO, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.