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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 |
| Cyndeo Wealth Partners | St. Petersburg | FL | 06/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 06/2020 | 01/2022 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-29 |
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