Best Investors
Account
Sign in
33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-05-08 |
Branch Locations
110 Jefferson St, Newnan, GA 30263 • United States
33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-22 |
Reach out to this advisor