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Current Employers
Synergy Investment Management Llc

215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-28
  • FL RA
    APPROVED
    Since 2025-08-28

Branch Locations

Ocala, FL • United States

215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States

978 Del Mar Drive, The Villages, FL 32159 • 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
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
  • 01/2016 → 09/2016
    Asb Financial
    Ocala, FL
  • 09/2016 → 11/2016
    Fedex
    Ocala, FL
  • 11/2016 → 09/2019
    Autosource
    Ocala, FL
  • 07/2017 → 11/2022
    New Construction Plus
    Ocala, FL
  • 10/2020 → 06/2022
    Autosource
    Ocala, FL
  • 06/2022 → Present
    Lpl Financial, Llc
    The Villages, FL
  • 08/2025 → Present
    The Villages, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03

View on SEC IAPD

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