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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-28 |
Branch Locations
205 Del Prado Blvd South, Cape Coral, FL 33990 • 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 |
|---|---|---|---|---|
| Bb&T Bank | Naples | FL | 04/2014 | 03/2017 |
| Bbtis | Charlotte | NC | 04/2014 | 03/2017 |
| Morgan Stanley | Marco Island | FL | 07/2017 | 10/2019 |
| Unemployed | Marco Island | FL | 04/2017 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | 10/2019 |
| Synovus Securities | Naples | FL | 10/2019 | Present |
| Synovus Bank | Naples | FL | 10/2019 | 01/2026 |
| Pinnacle Bank | Napels | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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