Thomas Marshall Kidwell

Employer firm

Cyndeo Wealth Partners CRD 307781

$3.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 06/2020
  Ubs Financial Services Inc
  St. Petersburg, FL
• 06/2020 → Present
  Cyndeo Wealth Partners
  St. Petersburg, FL
• 06/2020 → 01/2022
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2012-02-27 → 2020-07-06
  Ubs Financial Services Inc.
  St. Petersburg, FL
• 2006-07-03 → 2012-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL

Other Businesses

1) Solomon Matthews Kilgore Childrens & Parents Trust. Non-Investment Related. 288 Beach Drive NE, PH1, St. Petersburg, FL 33701. Life Insurance, Trustee. Start 10/2012. 0hrs. Trustee. 2) St. Petersburg Police Athletic League. Non-Investment Related. 1450 16th St. N., St. Petersburg, FL 33704. Charity, after school program. Board Member. Start 9/2015. 4hrs/mo, 0hrs during trading hours. Secretary. 3)St. Petersburg College. Non-Investment Related. 244 2nd Ave. N., St. Petersburg, FL 33701. Education, Board of Trustees. Start 8/2019. 5hrs/mo, 3hrs/mo during trading hours. Trustee. 4)North East Little League Board of Directors. Non Investment Related. 211 45th Ave. N., St. Petersburg, FL 33703. Little League Baseball. Board Member. Start 7/2019. 3hrs/mo, none during trading hours. Board member helping league directors. 5) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance, Health & Annuities

Exams

• S66 Uniform Combined State Law Examination
  2006-06-29

Other Names

• Tommy Kidwell
• Tom Kidwell
• Thomas M Kidwell