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300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-24 |
| TX | RA | APPROVED | 2020-06-16 |
Branch Locations
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | St. Petersburg | FL | 02/2012 | 06/2020 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 06/2020 | 01/2022 |
| Cyndeo Wealth Partners | St. Petersburg | FL | 06/2020 | Present |
(1)1228 PROPERTIES LLC /1502 2ND STREET NO ST. PETERSBURG,FL 33704 / OTHER/ REAL ESTATE / BUY REAL ESTATE / SOLE OWNER / START DATE 11/10/2014 (2)ECKERD COLLEGE / 4200 54TH AVE SOUTH ST. PETERSBURG,FL 33711 / MEMBER OF BOARD OF DIRECTORS / SERVE ON COMMITTEES / START DATE 10/19/2012 / 3 TIMES A YEAR MEETINGS ON A FRIDAY (3)MCKJ Partners / 288 Beach Drive NE PH1, St. Petersburg, FL 33701/ Other/ Transport / Own aircraft / Other /Managing member of single member LLC / Managing member / Start Date 10/16/2012 (4) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance & Annuities (5) 10/2021 HOOPSLINK LLC DBA SWISH HOUSE; INVESTOR/LIMITED PARTNER; FITNESS RELATED BUSINESS; NOT INVESTMENT RELATED; 721 S May Street, Chicago, IL 60607; 0 HOURS DEVOTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-24 |
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