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300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-03-08 |
| TX | RA | APPROVED | 2024-03-08 |
Branch Locations
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Knoxville | TN | 09/2015 | 11/2017 |
| Cyndeo Wealth Partners, Llc | Saint Petersburg | FL | 03/2024 | Present |
| Ubs | Knoxville | TN | 11/2017 | 03/2024 |
1.TKO Group, LLC / Not investment-related / 5923 Kingston Pike Ste 195 Knoxville, TN 37919 / Ecommerce / LLC Member / Start date: 8/29/22 / 5-10 hours per month / 0 hours during trading hours / Business development, product sourcing, legal 2. Insurance license / Non-investment related / Health and life insurance / Insurance agent / Sells health and life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-23 |
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