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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-17 |
| GA | RA | APPROVED | 2023-11-30 |
| NC | RA | APPROVED | 2022-11-14 |
| OH | RA | APPROVED | 2022-03-04 |
| AK | RA | APPROVED | 2021-08-10 |
| MD | RA | APPROVED | 2021-06-22 |
| TX | RA | APPROVED | 2021-03-05 |
| MI | RA | APPROVED | 2020-12-01 |
| CT | RA | APPROVED | 2019-10-29 |
| FL | RA | APPROVED | 2019-10-28 |
| KY | RA | APPROVED | 2019-10-28 |
Branch Locations
715 Colorado Avenue, Stuart, FL 34994 • United States
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2010 | 10/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 10/2019 |
| Synovus Securities | Stuart | FL | 10/2019 | Present |
| Synovus Bank | Stuart | FL | 10/2019 | 12/2025 |
| Pinnacle Bank | Stuart | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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