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215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Altamonte Springs | FL | 03/2023 | Present |
| Unemployed | Maitland | FL | 05/2022 | 03/2023 |
| Fay Hu Dentistry | Winter Park | FL | 01/2019 | 05/2022 |
| Lake Sybelia Cove Property Owners' Association | Maitland | FL | 12/2016 | 12/2019 |
| Bishop Moore High School | Orlando | FL | 09/2015 | 04/2022 |
| Synergy Investment Management, Llc | Altamonte Springs | FL | 04/2023 | Present |
Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) – RIA Compliance Manager - Started 03/14/2023 – 128 Hours Per Month/100 Hours During Securities Trading - Supports regulatory oversight and compliance administration to help ensure the firm operates within industry and regulatory standards.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
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