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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED_RES | 2023-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Little Rock | AR | 05/2016 | 11/2023 |
| Raymond James Financial Services Advisors Inc. | Little Rock | AR | 06/2016 | 11/2023 |
| Synergy Wealth Management | Nashville | TN | 06/2016 | 11/2023 |
| Lpl Financial | Nashville | TN | 11/2023 | Present |
1) 11/08/2023 - Synergy Wealth Management and Scott Kyle Swander - Notary - Inv. related - Nashville, TN - Notary - Start Date 11/1/2023 - 1hr/month - 1% time spent 2) 11/08/2023 - Synergy Wealth Management - Non-Variable Insurance - Inv. Related - Nashville, TN - Agent Selling Insurance- Start Date 11/1/2023 - 1-15hrs/month - 10% time spent 3) 11/08/2023 - Synergy Wealth Management of Tennessee - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Nashville, TN - Owner - Start Date 11/1/2023 - 0hrs/month - 0% time spent 4) 11/08/2023 - Synergy Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-28 |
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