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Gregory J Bourne

Cyndeo Wealth Partners

St. Petersburg, FL

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Current Employers
Cyndeo Wealth Partners

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-03
  • FL RA
    APPROVED
    Since 2024-10-03

Branch Locations

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Templeton Investments St. Petersburg FL 12/2006 08/2024
Cyndeo Wealth Partners, Llc St. Petersburg FL 08/2024 Present
  • 12/2006 → 08/2024
    Franklin Templeton Investments
    St. Petersburg, FL
  • 08/2024 → Present
    Cyndeo Wealth Partners, Llc
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-17
S63 Uniform Securities Agent State Law Examination 2011-10-05
  • S65 Uniform Investment Adviser Law Examination
    2024-09-17
  • S63 Uniform Securities Agent State Law Examination
    2011-10-05
Other Names
  • Greg Bourne

View on SEC IAPD

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