Guy Britton Davidson

Employer firm

Synergy Investment Management LLC CRD 305961

$681M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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