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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-23 |
| NC | RA | APPROVED | 2024-01-10 |
| SC | RA | APPROVED | 2022-04-20 |
| IN | RA | APPROVED | 2021-04-28 |
| FL | RA | APPROVED | 2019-08-15 |
| GA | RA | APPROVED | 2019-07-01 |
Branch Locations
110 Jefferson St, Newnan, GA 30263 • United States
8025 Westside Parkway, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roswell | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roswell | GA | 11/2016 | 06/2019 |
| Synovus Securities, Inc. | Atlanta | GA | 06/2019 | 10/2019 |
| Synovus Bank | Atlanta | GA | 06/2019 | 10/2019 |
| Synovus Securities, Inc. | Atlanta | GA | 10/2019 | 04/2023 |
| Synovus Bank | Atlanta | GA | 10/2019 | 04/2023 |
| Synovus Bank | Dunwoody | GA | 04/2023 | 10/2024 |
| Synovus Securities, Inc. | Dunwoody | GA | 04/2023 | 10/2024 |
| Synovus Securities, Inc. | Alpharetta | GA | 10/2024 | Present |
| Synovus Bank | Alpharetta | GA | 10/2024 | 12/2025 |
| Pinnacle Bank | Alpharetta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-14 |
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