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215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
Branch Locations
215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
978 Del Mar Drive, The Villages, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asb Financial | Ocala | FL | 01/2016 | 09/2016 |
| Fedex | Ocala | FL | 09/2016 | 11/2016 |
| Autosource | Ocala | FL | 11/2016 | 09/2019 |
| New Construction Plus | Ocala | FL | 07/2017 | 11/2022 |
| Autosource | Ocala | FL | 10/2020 | 06/2022 |
| Lpl Financial, Llc | The Villages | FL | 06/2022 | Present |
| Synergy Investment Management Llc | The Villages | FL | 08/2025 | Present |
1. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 06/2022 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
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