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Richard J. Levine Financial Solutions, Inc

MemberSynergy Financial Partners, LLC

About Richard J. Levine Financial Solutions, Inc

Richard J. Levine Financial Solutions, Inc is listed as Member at Synergy Financial Partners, LLC in Denver, CO. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Synergy Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard J. Levine Financial Solutions, Inc work?

Richard J. Levine Financial Solutions, Inc is listed as Member at Synergy Financial Partners, LLC on SEC Form ADV.

How much of Synergy Financial Partners, LLC does Richard J. Levine Financial Solutions, Inc own?

Form ADV reports a beneficial ownership band of 25-50%.

Synergy Financial Partners, LLC

TitleMember
Ownership25-50%
Control personYes
Since2020