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215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Sebring | FL | 05/2013 | Present |
| Synergy Investment Management Llc | Altamonte Springs | FL | 09/2025 | Present |
1. 06/30/2023 - Synergy Wealth Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/30/2023 - 40 Hours Per Month/ 40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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