STATE OF CALIFORNIA
DEPARTMENT OF REAL ESTATE

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License information taken from records of the Department of Real Estate on 2/27/2026 6:05:49 PM
License Type:
CORPORATION

Name:
Synergy Financial Group Inc

Mailing Address:
11 LOGAN WAY
KALISPELL, MT 59901

License ID:
01519406

Expiration Date:
10/27/29

License Status:
LICENSED

MLO License Endorsement:

324367 (Click here to check the status of the MLO License Endorsement.)

Corporation License Issued:
10/28/05

Former Name(s):
NO FORMER NAMES

Main Office:
30162 TOMAS STE 206D
RANCHO SANTA MARGARITA, CA 92688

Licensed Officer(s):
DESIGNATED OFFICER
01247838 - Expiration Date: 10/27/29
Siegel, Sheila

DBA
SFG
ACTIVE FROM 06/04/2007 TO 04/15/2025

SFGI
ACTIVE FROM 06/04/2007 TO 04/15/2025

Synergy
ACTIVE FROM 06/04/2007 TO 07/28/2025

Synergy FGI
ACTIVE AS OF 06/04/2007

Synergy Financial
ACTIVE AS OF 06/04/2007

Synergy Financial Group
ACTIVE AS OF 06/04/2007

Branches:
NO CURRENT BRANCHES

Broker Associates:
01132906 - Barrett, Tami R
                  License Expiration Date: 02/15/2030

00403676 - Irvine, Phyllis Marie
                  License Expiration Date: 03/27/2026

Salespersons:
00915844 - Esaw, Elizabeth Ann
                  License Expiration Date: 10/26/2027

01130283 - Grandfield, Cary Ann
                  License Expiration Date: 02/23/2028

01356005 - Landa, Ramona M
                  License Expiration Date: 10/15/2026

Comment:
NO DISCIPLINARY ACTION

NO OTHER PUBLIC COMMENTS

>>>> Public information request complete <<<<