Synergy RIA Compliance Solutions

As our Virtual Compliance Officer program continues to expand, we are?thrilled to welcome Jametriss Roulhac, MBA CFE as our newest Senior Compliance Consultant. Before joining the Synergy Team, Jametriss worked as a compliance consultant, servicing more than 130 SEC and state-registered investment advisory firms, and as an in-house compliance officer, conducting reviews of US banking, broker-dealer, and investment advisory activities. She brings with her a wealth?of RIA regulation and compliance experience that we are excited to share with our team and our clients. Welcome, Jametriss!

We're excited to continue finding new talent to join our growing team. Welcome to Synergy RIA Compliance Solutions, Jakele!

We're excited to share that Lejeana Love, IACCP?has joined Synergy as part of our growing Virtual Compliance Officer program. Lejeana brings with her a wealth of knowledge in regulatory compliance, operations, and finance. Welcome to the Synergy RIA Compliance Solutions team, Lejeana!

We're growing! It's been wonderful to welcome Jessica May as Synergy's newest Compliance Associate. Jessica?ventured into the compliance field while attending law school, gaining knowledge on how organizations can stay in compliance with relevant laws and regulations. Welcome, Jessica!

Please join us in congratulating Molly Parker, IACCP? on earning her Investment Adviser Certified Compliance Professional? Designation! IACCP? Designees have completed a comprehensive program that formalizes and standardizes the knowledge, skills, and ethical commitment of investment advisory #compliance professionals. Additionally, they must pass a rigorous examination and have a minimum of two years experience related to investment adviser compliance. Synergy is proud to be able to provide the opportunity for our team to continue their education and advance their compliance careers!

As the number of RIAs continues to grow, so do the challenges of owning and operating an independent firm. Too often we see advisors get overwhelmed with the pieces of the puzzle that are right in front of them that are, quite honestly, more exciting. That's why, here at Synergy, our consultants focus on #compliance, which frees up our clients to spend their time on the more enjoyable parts of the business. Thank you Tobias Salinger and Financial Planning for including us in your recent article. #rias #practicemanagement #financialadvisors

We're just a few days away from the first ever Advyzon conference! Don't miss Synergy's very own Scott P. Gill, MBA, IACCP? as he joins Meghan Holmes, MBA and Stacie Craddock to share The Five Compliance Questions You're Afraid to Ask and What to Do About It... #TAC24 #compliance

Synergy Founder & CEO, Scott P. Gill, MBA, IACCP?, will be speaking at the upcoming Advyzon conference in Phoenix, AZ. Join him on Wednesday 2/21 to demystify #compliance! #amplifyyourbusiness #TAC24 #synergy