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Current Employers
Synovus Securities, Inc.

33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-05-08
  • GA RA
    APPROVED
    Since 2017-05-08

Branch Locations

110 Jefferson St, Newnan, GA 30263 • United States

33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • 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
Suntrust Macon GA 09/1995 05/2017
Suntrust Investment Services, Inc. Atlanta GA 11/2006 05/2017
Suntrust Advisory Services Atlanta GA 09/2016 05/2017
Synovus Securities, Inc. Columbus GA 05/2017 Present
Synovus Bank Columbus GA 05/2017 01/2026
Pinnacle Bank Columbus GA 01/2026 Present
  • 09/1995 → 05/2017
    Suntrust
    Macon, GA
  • 11/2006 → 05/2017
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 05/2017
    Suntrust Advisory Services
    Atlanta, GA
  • 05/2017 → Present
    Columbus, GA
  • 05/2017 → 01/2026
    Synovus Bank
    Columbus, GA
  • 01/2026 → Present
    Pinnacle Bank
    Columbus, GA
Previous Registrations
  • 2016-09-19 → 2017-05-02
    Columbus, GA
    Macon, GA
    Augusta, GA
  • 2007-01-05 → 2016-12-31
    Truist Investment Services, Inc.
    Brunswick, GA
    Albany, GA
    Brunswick, GA
    Columbus, GA
    Albany, GA
    Norcross, GA
    Macon, GA
    Columbus, GA
    Columbus, GA
    Augusta, GA
    Macon, GA
Other Businesses

BUSINESS: SYNOVUS BANK POSITION: SR. DIRECTOR OF PRIVATE WEALTH BANKING NATURE: BANKING INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 8 START DATE: 4/28/2017 ADDRESS: 1137 1ST AVENUE, 3RD FLOOR, COLUMBUS GA DESCRIPTION: PRIVATE WEALTH MANAGER WITH SALARY AND DISCRETIONARY INCENTIVE UGA Parent Leadership Council | 104 Caldwell Hall - Athens, GA 30602 | Fundraising| Volunteer | 2 HRS/MO | NOT INVESTMENT RELATED | 0 HOURLY COMPENSATION | Personally donate, promote the committee and help recruit new members. Assist with Grant requests and allocations to various UGA student programs. University of Georgia| 104 Caldwell Hall - Athens, GA 30602 | Higher Education| Volunteer | 4 HRS/MO | NOT INVESTMENT RELATED | 0 HOURLY COMPENSATION | Be available to students as a mentor National Infantry Museum Foundation | 1775 Legacy Way, Columbus GA 31903 | Board Member | 1 HRS/MO | 3 Hours per quarter during Trading Hours | NOT INVESTMENT RELATED | Start Date: 1/1/2026 | 0 Hourly Compensation | Serve as board member to assist CEO and CFO in management of the foundation's responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-29
S63 Uniform Securities Agent State Law Examination 2001-02-22
  • S66 Uniform Combined State Law Examination
    2006-12-29
  • S63 Uniform Securities Agent State Law Examination
    2001-02-22

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