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Richard Jason Levine

OwnerSynergy Financial Partners, LLCCRD 2893622

About Richard Jason Levine

Richard Jason Levine is listed as Owner at Synergy Financial Partners, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Synergy Financial Partners, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Richard Jason Levine work?

Richard Jason Levine is listed as Owner at Synergy Financial Partners, LLC on SEC Form ADV.

How much of Synergy Financial Partners, LLC does Richard Jason Levine own?

Form ADV reports a beneficial ownership band of Over 75%.

Synergy Financial Partners, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2020
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