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James Leon Mackey

Hnw Synergy Advisors, LLC

Delray Beach, FL

CRD 7044999

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Employer firm

Hnw Synergy Advisors, LLC CRD 299772

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Hnw Synergy Advisors, Llc

Delray Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

Delray Beach, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hnw Synergy Advisors, Llc Delray Beach FL 11/2018 Present
Aaa Hosts, Llc Hollywood FL 11/2016 Present
Unemployed/Part-Time Student/Extended Travel Pembroke Pines FL 01/2013 11/2016
  • 11/2018 → Present
    Delray Beach, FL
  • 11/2016 → Present
    Aaa Hosts, Llc
    Hollywood, FL
  • 01/2013 → 11/2016
    Unemployed/Part-Time Student/Extended Travel
    Pembroke Pines, FL
Other Businesses

2016-Present: AAA Hosts, LLC/Not investment related/Hollywood, FL/Vacation rentals & event promotion and hosting entity./Managing Director & Managing Member/Activity involves up to 50% time during and after traditional business hours each month.//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-19
  • S65 Uniform Investment Adviser Law Examination
    2016-11-19

View on SEC IAPD

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