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215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-19 |
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