Jimmy Dale Greene

Current Employers

Employment History

• 01/2000 → Present
  Greene Insurance Services Of Orlando, Inc
  Altamonte Springs, FL
• 07/2015 → 12/2019
  Cetera Advisors Llc
  Denver, CO
• 12/2019 → Present
  Lpl Financial Llc
  Maitland, FL
• 09/2025 → Present
  Synergy Investment Management, Llc
  Altamonte Springs, FL

Previous Registrations

• 2015-07-20 → 2019-12-19
  Cetera Advisors Llc
  Maitland, FL
• 2008-05-05 → 2015-08-13
  Ameritas Investment Company, Llc
  Altamonte Spg, FL
  Altamonte Springs, FL
• 2010-06-18 → 2014-12-05
  Estate And Business Planning Group, Pa
  Altamonte Springs, FL

Other Businesses

1)12/13/2019 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2015 2)12/13/2019 - Greene Family Trust - Act in a Fiduciary Capacity - inv rel - Sanford, FL - start: 01/2008 3)12/13/2019 - GREENE INSURANCE SERVICES OF ORLANDO, INC. - Insurance Agency - inv rel - Sanford, FL - start: 11/2008 4)12/17/2019 - No Business Name - Not Investment Related - 5008 Hawks Hammock Way, Sanford, Fl 32771 - Real Estate Rental - Started 01/01/2011 - 20 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% - Owner of real property. 5) 12/09/2025-Synergy Investment Management, LLC-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 09/15/2025-80hrs/mth-80hrs/mth during trading. I provide investment advisory services through SYNERGY INVESTMENT MANAGEMENT LLC an independent investment advisor firm. I started this business activity in 09/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-11