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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 | 2024-08-30 |
Branch Locations
1025 Greenwood Blvd 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 | Orlando | FL | 07/2006 | 05/2022 |
| Bank Of America,Na | Heathrow | FL | 09/2009 | 05/2022 |
| Metric Financial,Inc. | Atlanta | GA | 05/2022 | 05/2024 |
| Bison Wealth, Llc Dba Qtr Family Wealth | Atlanta | GA | 05/2022 | 08/2024 |
| Cyndeo Wealth Partners | St. Petersburg | FL | 08/2024 | Present |
(1) 9/2004 Independent Licensed insurance Agent; Investment Related; Florida; Life, Health, Var Annuity. (2) 05/2022 SPJ Consulting, LLC: Owner; Tax purposes only for advisory revenue; Non Investment Related; Lake Mary, FL.; 0 hours per month devoted to this outside (3) 12/2020 SMJ Consulting Partners, LLC; Co-Owner for estate planning purposes only; consulting practice; Non Investment Related; Lake Mary, FL.; 0 hours per month devoted to this outside activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-03 |
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