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300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-22 |
Branch Locations
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fergs Sports Bar And Gril | St. Petersburg | FL | 06/2017 | 08/2017 |
| Ubs Financial Services | St. Petersburg | FL | 06/2018 | 08/2018 |
| Pdq Restaurant | St. Petersburg | FL | 06/2019 | 08/2019 |
| Dimmitt Automotive Group | St. Petersburg | FL | 07/2020 | 06/2022 |
| Cyndeo Wealth Partners | St. Petersburg | FL | 09/2022 | Present |
| Randolph-Macon College | Ashland | VA | 08/2017 | 06/2018 |
| Randolph-Macon College | Ashland | VA | 08/2016 | 06/2017 |
| Randolph-Macon College | Ashland | VA | 08/2018 | 06/2019 |
| Randolph-Macon College | Ashland | VA | 08/2019 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-31 |
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