Thomas Theodore Gerardi

Current Employers

Employment History

• 09/2012 → 03/2017
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2016 → 03/2017
  Suntrust Advisory Services
  Atlanta, GA
• 03/2017 → 12/2019
  Cetera Advisors Llc
  Denver, CO
• 12/2019 → Present
  Lpl Financial
  The Villages, FL
• 08/2025 → Present
  Synergy Investment Management
  Altamonte Springs, FL

Previous Registrations

• 2017-03-08 → 2019-12-12
  Cetera Advisors Llc
  The Villages, FL
• 2016-08-17 → 2017-03-09
  Truist Advisory Services, Inc.
  Ocala, FL
  Dunnellon, FL
  Ocala, FL
  Ocala, FL
• 2012-09-24 → 2016-12-31
  Truist Investment Services, Inc.
  Ocala, FL
  Ocala, FL
  Dunnellon, FL
  Ocala, FL
  Gainesville, FL
  Newberry, FL
• 2011-03-29 → 2012-09-21
  Bb&T Investment Services, Inc.
  Eustis, FL
  Tallahassee, FL
  Charlotte, NC
  Summerfield, FL
  Silver Springs, FL
  Silver Springs, FL
  Ocala, FL
• 2007-11-26 → 2011-03-08
  Edward Jones
  Ocala, FL
  St Louis, MO
  Wildwood, FL
  Ocala, FL

Other Businesses

1. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 03/07/2017 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. 2. BTA Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 215 N Westmonte Dr., Altamonte Springs, FL 32714 - Financial Planning Firm - Owner, Manager, and Advisor - Started 01/01/2026 - 180 Hours Per Month/ 3 Hours During Securities Trading - My duties involve meeting with clients to review their financial plans and investments.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-08

Other Names

• Tom Gerardi
• Thomas Gerardi