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Account
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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-19 |
| WV | RA | APPROVED | 2024-09-26 |
| NC | RA | APPROVED | 2024-06-05 |
| OR | RA | APPROVED | 2024-06-04 |
| SC | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED_RES | 2022-01-04 |
| MS | RA | APPROVED | 2020-04-15 |
| MA | RA | APPROVED | 2018-08-23 |
| VA | RA | APPROVED | 2018-08-21 |
| FL | RA | APPROVED | 2017-02-20 |
| GA | RA | APPROVED | 2017-02-16 |
| PA | RA | APPROVED | 2017-02-14 |
| AL | RA | APPROVED | 2017-02-13 |
| OH | RA | APPROVED | 2017-02-13 |
Branch Locations
301 Washington Street, Huntsville, AL 35801 • United States
800 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Huntsville | AL | 02/1998 | 02/2017 |
| Bbva Securities Inc. | Huntsville | AL | 05/2013 | 02/2017 |
| Bbva Wealth Solutions Inc. | Huntsville | AL | 04/2014 | 02/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2014 | 02/2017 |
| Synovus Securities, Inc. | Huntsville | AL | 02/2017 | 10/2019 |
| Synovus Bank | Huntsville | AL | 02/2017 | 10/2019 |
| Synovus Securities, Inc | Huntsville | AL | 10/2019 | Present |
| Synovus Bank | Huntsville | AL | 10/2019 | 12/2025 |
| Pinnacle Bank | Huntsville | AL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-20 |
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