Jeffrey L. Scheibner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Lloyd Scheibner was a registered financial advisor .
Jeffrey is a previously registered financial advisor and started their career in finance in 1994. Jeffrey had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 9, 2016 - May 15, 2017
CAPITAL SYNERGY PARTNERS
September 15, 2014 - August 12, 2016
ACCELERATED CAPITAL GROUP
November 26, 2013 - September 2, 2014
CAPITAL SYNERGY PARTNERS
August 7, 2012 - September 2, 2014
CAPITAL SYNERGY PARTNERS
July 25, 2006 - August 9, 2012
OSAIC FS, INC.
October 12, 1994 - August 9, 2012
OSAIC FS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAPITAL SYNERGY PARTNERS
CRD#: 148733 / SEC#: 801-117828, 8-68060
Contact information
FINRA licenses (50 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 331 |
| AUM (Assets Under Management) | $ 102,342,673 |
Red Flags
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