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215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-09 |
Branch Locations
Winter Park, FL • United States
215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc And Associates | Winter Park | FL | 03/2009 | Present |
| United Planners Financial Services | Scottsdale | AZ | 09/2021 | 05/2022 |
| Lpl Financial, Llc | Altamonte Springs | FL | 05/2022 | 06/2024 |
| Synergy Investment Management, Llc | Altamonte Springs | FL | 02/2024 | Present |
1. Synergy Wealth Alliance - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 02/2024 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. 2. RP Insurance - Not Investment Related - 1297 Heavenly Cove, Winter Park, FL 32792 - Fixed Insurance - Insurance Agent - Started 05/2024 – 5 Hours Per Month/ 0 Hours During Securities Trading - My duties include providing fixed insurance solutions to clients. 3. SPC and Associates LLC - Not Investment Related - 1297 Heavenly Cove, Winter Park, FL 32792 - Consulting - Financial Consultant - Started 03/2009 - 10 Hours Per Month/ 5 Hours During Securities Trading - My duties include consulting for financial advisors and broker dealers on business platforms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-12 |
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