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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-02-21 |
Branch Locations
75 Gilcreast Rd Suite 304, Londonderry, NH 03053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 06/2015 | 02/2017 |
| Symmetry Wealth Management | Nottingham | NH | 06/2015 | Present |
| Cynthia Pellegrino Insurance Services | Bedford | NH | 06/2015 | Present |
| Innovation Partners Llc | Charlotte | NC | 02/2017 | 03/2017 |
| Fortune Financial Services, Inc. | Monaca | PA | 03/2017 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 03/2017 | Present |
1) SYMMETRY WEALTH MANAGEMENT - AGENT - DBA for marketing purposes only - SINCE 06/2015 - LONDONDERRY,NH - NOT INVESTMENT RELATED---- 2) CYNTHIA PELLEGRINO INSURANCE SERVICES - AGENT - INSURANCE SALES AND SERVICES - SINCE 06/2015 - LONDONDERRY,NH - INVESTMENT RELATED---- 3) SYMMETRY FINANCIAL LLC - Partner - Tax Preparation and consulting - NOT INVESTMENT RELATED - 09/01/2016 - Londonderry NH 4. rep is an IAR with Prosperity WM 5.) Hampton River Properties LLC - not investment related - rental income - since 01/01/2021 w/partner Robert Pellegrino
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
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