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215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-23 |
Branch Locations
215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Competitor Gym | Orlando | FL | 08/2015 | 12/2016 |
| Academy Sports | Orlando | FL | 05/2017 | 06/2018 |
| University Of Central Florida | Orlando | FL | 05/2014 | 12/2018 |
| Integra Realty Resources | Orlando | FL | 04/2018 | 05/2019 |
| Financial Services Of Central Florida, Inc. | Orlando | FL | 06/2019 | 09/2021 |
| Lpl Financial, Llc | Altamonte Springs | FL | 10/2021 | Present |
| Synergy Investment Management, Llc | Altamonte Springs | FL | 04/2025 | Present |
Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 10/2021 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-06 |
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