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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 2026-03-20
  • FL RA
    APPROVED
    Since 2026-03-20

Branch Locations

215 North Westmonte Drive, Altamonte Springs, FL 32714 • 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
Davidson Lawn And Landscape Winter Springs FL 08/2022 03/2023
Clc Los Angeles CA 01/2020 08/2022
Better Buds Los Angeles CA 01/2010 01/2020
New York Life Insurance Company Maitland FL 06/2023 08/2025
Nylife Securities Llc Maitland FL 03/2024 08/2025
Unemployed Winter Springs FL 04/2023 05/2023
Lpl Financial Altamonte Springs FL 02/2026 Present
Bluegrass Chic Floral Orlando FL 03/2025 Present
Synergy Investment Management Altamonte Springs FL 02/2026 Present
  • 08/2022 → 03/2023
    Davidson Lawn And Landscape
    Winter Springs, FL
  • 01/2020 → 08/2022
    Clc
    Los Angeles, CA
  • 01/2010 → 01/2020
    Better Buds
    Los Angeles, CA
  • 06/2023 → 08/2025
    New York Life Insurance Company
    Maitland, FL
  • 03/2024 → 08/2025
    Nylife Securities Llc
    Maitland, FL
  • 04/2023 → 05/2023
    Unemployed
    Winter Springs, FL
  • 02/2026 → Present
    Lpl Financial
    Altamonte Springs, FL
  • 03/2025 → Present
    Bluegrass Chic Floral
    Orlando, FL
  • 02/2026 → Present
    Synergy Investment Management
    Altamonte Springs, FL
Other Businesses

1. 02/2026 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/23/2026 2. 02/2026 - Bluegrass Chic - Outside/W-2 Employment - Not Investment Related - 20 Hrs/Mth - 0 Hrs During Trading - Orlando, FL 32809 - OBA Start Date: 03/01/2025 3. 03/31/2026 - Synergy Investment Management, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/19/2026 - 160 hours per month/ during trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-19
S63 Uniform Securities Agent State Law Examination 2024-08-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-19
  • S63 Uniform Securities Agent State Law Examination
    2024-08-19

View on SEC IAPD

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