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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-16 |
Branch Locations
1967 Lincoln Way, White Oak, PA 15132 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Pittsburgh | PA | 10/2015 | 01/2017 |
| Synergy Group | White Oak | PA | 02/2017 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
(1) Synergy Financial Group - DBA; 1967 Lincoln Way, White Oak PA 15642. (2) YGQ Financial LLC; Payroll deposits and tax purposes; Not investment related; 10695 Center Hwy, North Huntingdon, PA 15642; Owner; Record keeping and tax filing as an assistant advisor; Start 4/1/24; 40 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-17 |
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