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Current Employers
Cyndeo Wealth Partners

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-02-04
  • MI RA
    APPROVED
    Since 2022-02-04

Branch Locations

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Grosse Pointe Park, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cyndeo Wealth Partners St. Petersburg FL 02/2022 Present
Vision Collision Center, Llc Lansing MI 08/2017 02/2020
Hess Law Group, Pc Grosse Pointe MI 05/2003 Present
  • 02/2022 → Present
    St. Petersburg, FL
  • 08/2017 → 02/2020
    Vision Collision Center, Llc
    Lansing, MI
  • 05/2003 → Present
    Hess Law Group, Pc
    Grosse Pointe, MI
Other Businesses

(1) 10/2006 Hess Law Group, PC; Non Investment Related; Attorney; Law Firm; Grosse Pointe, Michigan; 90% of professional time spent; General Council for business clients

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-07
  • S65 Uniform Investment Adviser Law Examination
    2020-02-07

View on SEC IAPD

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