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Current Employers
Synergy Investment Management Llc

215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-20
  • FL RA
    APPROVED
    Since 2026-03-20

Branch Locations

215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synergy Wealth Alliance Altamonte Springs FL 04/2025 Present
Longship Group Orlando FL 08/2023 09/2024
University Of Central Florida Orlando FL 08/2022 06/2025
Ymca Orlando FL 05/2021 04/2022
Valencia College Orlando FL 08/2020 07/2022
Unemployed Orlando FL 06/2020 07/2020
Olympia High School Orlando FL 02/2016 05/2020
Lpl Financial Altamonte Springs FL 04/2025 Present
  • 04/2025 → Present
    Synergy Wealth Alliance
    Altamonte Springs, FL
  • 08/2023 → 09/2024
    Longship Group
    Orlando, FL
  • 08/2022 → 06/2025
    University Of Central Florida
    Orlando, FL
  • 05/2021 → 04/2022
    Ymca
    Orlando, FL
  • 08/2020 → 07/2022
    Valencia College
    Orlando, FL
  • 06/2020 → 07/2020
    Unemployed
    Orlando, FL
  • 02/2016 → 05/2020
    Olympia High School
    Orlando, FL
  • 04/2025 → Present
    Lpl Financial
    Altamonte Springs, FL
Other Businesses

1. 06/2026 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/12/2026 2. 06/30/2026 - Synergy Investment Management LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 160 hours per month/ during trading - I provide administrative support to Synergy Investment Management LLC, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02

View on SEC IAPD

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