Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-12-21
TX RA APPROVED 2021-12-08
  • FL RA
    APPROVED
    Since 2021-12-21
  • TX RA
    APPROVED
    Since 2021-12-08

Branch Locations

215 N Westmonte Drive, Altamonte Springs, FL 32714 • United States

215 N 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
Investacorp, Inc. Miami Lakes FL 01/1988 07/2020
First Financial Investment Advisors, Inc. Altamonte Springs FL 07/2013 12/2021
First Financial Counselors, Inc. Altamonte Springs FL 07/2013 04/2023
Securities America, Inc. Altamonte Springs FL 07/2020 12/2021
Lpl Financial, Llc Altamonte Springs FL 12/2021 Present
Synergy Wealth Alliance Altamonte Springs FL 12/2021 Present
  • 01/1988 → 07/2020
    Investacorp, Inc.
    Miami Lakes, FL
  • 07/2013 → 12/2021
    First Financial Investment Advisors, Inc.
    Altamonte Springs, FL
  • 07/2013 → 04/2023
    First Financial Counselors, Inc.
    Altamonte Springs, FL
  • 07/2020 → 12/2021
    Securities America, Inc.
    Altamonte Springs, FL
  • 12/2021 → Present
    Altamonte Springs, FL
  • 12/2021 → Present
    Synergy Wealth Alliance
    Altamonte Springs, FL
Previous Registrations
  • 1988-07-05 → 2022-02-10
    First Financial Investment Advisors, Inc.
    Altamonte Springs, FL
Other Businesses

1) 12/2021 - DBA for LPL Business (entity for LPL business) - Synergy Wealth Alliance - Investment Related - 100% - Altamonte Springs, FL 32714 2) 10/23/2023 - NOTARY - Other - NOTARY - Not Investment Related - At Reported Business Location(s) - Start Date 10/07/2018 - 5 Hours Per Month/ During Trading 3) 10/24/2023 - Synergy Investment Management - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/21/2022 - 0 Hours per Month/ During Trading - I provide administrative support to Synergy Investment Management, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 0 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
S63 Uniform Securities Agent State Law Examination 1987-03-06
  • S63 Uniform Securities Agent State Law Examination
    1987-03-06
Designations
Other Names
  • Guy H Blakey

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Altamonte Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor