Inactive

David Ray Lackore

Cyndeo Wealth Partners

St. Petersburg, FL

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Current Employers

Cyndeo Wealth Partners

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-08-18
TX	RA	APPROVED	2020-06-16

FL RA
APPROVED

Since 2020-08-18
TX RA
APPROVED

Since 2020-06-16

Branch Locations

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

Organization	City	State	From	To
Ubs Financial Services Inc	St. Petersburg	FL	02/2012	06/2020
Purshe Kaplan Sterling Investments, Inc.	St. Petersburg	FL	06/2020	01/2022
Cyndeo Wealth Partners	St. Petersburg	FL	06/2020	Present

02/2012 → 06/2020

Ubs Financial Services Inc

St. Petersburg, FL
06/2020 → 01/2022

Purshe Kaplan Sterling Investments, Inc.

St. Petersburg, FL
06/2020 → Present

Cyndeo Wealth Partners

St. Petersburg, FL

Previous Registrations

2012-02-28 → 2020-07-06

Ubs Financial Services Inc.

St. Petersburg, FL
2008-03-26 → 2012-02-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Petersburg, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-21

S66 Uniform Combined State Law Examination

2008-03-21

Other Names

Dave Ray Lackore
David Ray Lackore
David Lackore

View on SEC IAPD

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