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Dinu Marian Tise

Synergist Private Wealth LLC

New Orleans, LA

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Current Employers
Synergist Private Wealth Llc

1515 Calliope St., Suite 102, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-01
LA RA APPROVED 2022-08-30
  • TX RA
    APPROVED_RES
    Since 2023-05-01
  • LA RA
    APPROVED
    Since 2022-08-30

Branch Locations

1515 Calliope St., Suite 102, New Orleans, LA 70130 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New Orleans LA 10/2012 11/2019
Tise Properties Llc New Orleans LA 11/2013 Present
Ameriprise Financial Services, Inc. Metairie LA 12/2019 04/2021
Mutual Advisors, Llc. Casper WY 07/2021 12/2021
Synergist Private Wealth Llc New Orleans LA 08/2022 Present
Gibbs Wealth Management, Llc Miami FL 09/2024 Present
Previous Registrations
  • 2024-10-08 → 2025-03-27
    Alpharetta, GA
    New Orleans, LA
  • 2021-07-13 → 2021-12-31
    New Orleans, LA
  • 2019-12-16 → 2021-04-09
    Metairie, LA
    New Orleans, LA
  • 2012-10-01 → 2019-11-26
    New Orleans, LA
  • 2006-10-10 → 2012-10-01
    Chase Investment Services Corp.
    New Orleans, LA
    New Orleans, LA
    New Orleans, LA
    New Orleans, LA
    New Orleans, LA
  • 2005-11-21 → 2006-07-28
    Morgan Stanley Dw Inc.
    New Orleans, LA
    New Orleans, LA
  • 2002-11-21 → 2004-02-02
    Waddell & Reed
    Baton Rouge, LA
Other Businesses

1. Tise Properties, LLC., Start Date: 03/01/2013, 1515 Calliope St., LLC, Real Estate owning, developing and renting, Owner, Manage, rent, hire people to repair it, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 04/10/2021, 1515 Calliope St., New Orleans, LA 70130, Sole Proprietor, Insurance Agent, Owner/Insurance Agent, Owner/Agent-Sell Fixed Indexed Annity and Life Insurance, Not Investment Related, 40 Hours per month, 2 Hours per day during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-19
  • S66 Uniform Combined State Law Examination
    2005-11-19
Other Names
  • Dinu Tise
  • Dean Tise

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