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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-08 |
| TX | RA | APPROVED | 2022-12-07 |
Branch Locations
215 N Westmonte Drive, Altamonte Springs, FL 32714 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company, Inc | Orlando | FL | 04/2002 | 03/2017 |
| Metlife Securities, Inc. | Orlando | FL | 04/2002 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2022 |
| Mml Investors Services, Llc | Orlando | FL | 03/2017 | 12/2022 |
| Lpl Financial Llc | Altamonte Springs | FL | 12/2022 | Present |
1.12/07/2022; Business Insurance Center; Other-Referral; Not Investment Related; at Reported Business Location(s); Start Date 12/07/2022; 8hrs/mth; 2hrs during trading 2.12/07/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Synergy Wealth Alliance /; Investment Related; at Reported Business Location(s); Start Date 12/07/2022; 160hrs/mth; 40hrs during trading 3.12/07/2022; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/07/2022; 4hrs/mth; 1hrs during trading 4.12/07/2022; Notary; Other-Notary; Investment Related; at Reported Business Location(s); Start Date 12/07/2022; 1hrs/mth; 0hrs during trading 5.05/26/2026; Best Agency Insurance Brokerage; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/07/2022; 32hrs/mth; 8hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-14 |
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