Synergy Ria Compliance Solutions LLC

Charlotte, NC

California

Registered In

03/15/2023

Incorp. Date

Foreign

Registration Type

North Carolina

Foreign Jurisdiction

Company Summary

Synergy Ria Compliance Solutions LLC at 17826 Burnt Hickory Dr, Charlotte, Nc 28278 lists Isabel Leong of Long Beach, CA.

Overview

Registered In

California

Incorporation Date

03/15/2023

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

North Carolina

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People

Isabel Leong Individual Agent

2514 E 6TH ST APT C, LONG BEACH, CA 90814

Map & Locations

17826 BURNT HICKORY DR, CHARLOTTE, NC 28278 View Map

Financials

Financial Information for Synergy Ria Compliance Solutions LLC

Form 5500

SYNERGY RIA COMPLIANCE SOLUTIONS, LLC

17826 Burnt Hickory Drive, Charlotte, Nc 28278 (312) 622-8493 EIN:84-4448446 Plan Admin:Scott Gill

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSYNERGY RIA COMPLIANCE SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$137,098 / $182,902	2022	SYNERGY RIA COMPLIANCE SOLUTIONS 401(K) PLAN - Plan #001	4 / 7	$137,098 / $182,902

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor