AA
Andrew Alan Holden
CRD 3098455
Firms
| Firm | Role | As of |
|---|---|---|
| Capital Synergy Partners, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Capital Synergy Partners, Inc.
Trustee & Principal · Less than 5% · May 2020
-
Capital Synergy Partners, Inc.
Trustee · 75% or more · May 2020
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗