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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-18 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
13475 Atlantic Blvd. Suite M831 Unit 8, Jacksonville, FL 32125 • 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 |
|---|---|---|---|---|
| Synovus Securities, Inc | Jacksonville | FL | 03/2004 | 09/2016 |
| Suntrust Investment Services, Inc. | Atlanta | FL | 09/2016 | 06/2023 |
| Suntrust Advisory Services Llc | Atlanta | GA | 09/2016 | 07/2023 |
| Lpl Financial | Jacksonville | FL | 07/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 07/2023 | Present |
| Synovus Bank Of Jacksonville | Jacksonville | FL | 01/2007 | 09/2016 |
1) 07/06/2023 - Accelerated Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2023 - 200 Hr/Mth 2) 09/06/2023 - Accelerated Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/06/2023 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-05 |
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