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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| FL | RA | APPROVED | 2021-10-21 |
Branch Locations
215 N Westmonte Drive, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ocala | FL | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 11/2016 | 06/2019 |
| Blueprint Wealth Management, Llc | The Villages | FL | 07/2019 | 09/2019 |
| Amerirpise Financial Services, Inc | Orlando | FL | 11/2019 | 07/2021 |
| Synergy Wealth Alliance With Lpl | Altamonte Springs | FL | 09/2021 | Present |
| Lpl Financial, Llc | Altamonte Springs | FL | 09/2021 | Present |
10/2021 - DBA for LPL Business (entity for LPL business) - Synergy Wealth Alliance - Investment Related - Altamonte Springs, FL 32714
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
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