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Synergy Professional Associates, Inc.

Company Details

Name: Synergy Professional Associates, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 03 Mar 2023 (2 years ago)
Identification Number: 001753742
Place of Formation: NEW JERSEY
Purpose: INSURANCE SERVICES
Principal Address: Google Maps Logo 450 S ORANGE AVE. 4TH FLOOR, ORLANDO, FL, 32801, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

TREASURER

Name Role Address
DANIEL LOPEZ TREASURER 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

CHIEF OPERATING OFFICER

Name Role Address
DAVID A SERES CHIEF OPERATING OFFICER 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

VICE PRESIDENT

Name Role Address
MICHELLE MCCROHAN VICE PRESIDENT 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER

Name Role Address
MARK HAMMOND EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

SENIOR VICE PRESIDENT

Name Role Address
LESLI WHISENANT SENIOR VICE PRESIDENT 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT, BENEFITS

Name Role Address
DAVID C WETZLER EXECUTIVE VICE PRESIDENT, BENEFITS 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

DIRECTOR

Name Role Address
JIM W HENDERSON DIRECTOR 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA
RANDY LARSEN DIRECTOR 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA
SEAN K. SMITH DIRECTOR 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA
MARK HAMMOND DIRECTOR 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

PRESIDENT

Name Role Address
SEAN K. SMITH PRESIDENT 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT, WHOLESALE BROKERAGE

Name Role Address
ROBERT ROTH EXECUTIVE VICE PRESIDENT, WHOLESALE BROKERAGE 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY

Name Role Address
STANLEY K. KINNETT II EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT

Name Role Address
FRED BROWNING EXECUTIVE VICE PRESIDENT 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

CHIEF FINANCIAL OFFICER, ACCRETIVE

Name Role Address
GERALD B. BUDDE CHIEF FINANCIAL OFFICER, ACCRETIVE 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

CHIEF EXECUTIVE OFFICER, ACCRETIVE

Name Role Address
JOHN STEPHENS CHIEF EXECUTIVE OFFICER, ACCRETIVE 450 S ORANGE AVE., 4TH FLOOR ORLANDO, FL 32801 USA

Filings

Number Name File Date
202451031020 Annual Report 2024-04-15
202329912790 Application for Certificate of Authority 2023-03-03
202566500680 Annual Report 2025-03-07

Date of last update: 15 May 2025

Sources: Rhode Island Department of State