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215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
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