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300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-23 |
Branch Locations
1025 Greenwood Boulevard Suite 391, Lake Mary, FL 32746 • United States
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Heathrow | FL | 05/1997 | 03/2026 |
| Cyndeo Wealth Partners | St Petersburg | FL | 03/2026 | Present |
I*3084268 Entity Type: Entity For Profit Name of OBA: Fasthouse LLC Address: Florida, 32746 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/27/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Car Registration Conduct Car Registrations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-04 |
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