Best Investors Account Sign in
Current Employers
Synovus Securities, Inc.

33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2024-01-16
OR RA APPROVED 2023-12-13
NJ RA APPROVED 2021-11-12
KS RA APPROVED 2021-08-10
NY RA APPROVED 2021-04-05
OK RA APPROVED 2020-02-19
MS RA APPROVED 2020-01-24
AR RA APPROVED 2019-08-16
NV RA APPROVED 2019-07-01
MD RA APPROVED 2019-06-18
MA RA APPROVED 2019-06-18
DC RA APPROVED 2019-06-17
NH RA APPROVED 2019-06-17
WA RA APPROVED 2019-06-17
CT RA APPROVED 2019-06-14
IN RA APPROVED 2019-06-14
KY RA APPROVED 2019-06-14
ME RA APPROVED 2019-06-14
IL RA APPROVED 2019-04-29
VA RA APPROVED 2019-04-18
MI RA APPROVED 2019-04-17
SC RA APPROVED 2019-04-17
AL RA APPROVED 2019-04-16
CO RA APPROVED 2019-04-16
MN RA APPROVED 2019-04-16
CA RA APPROVED 2019-04-15
DE RA APPROVED 2019-04-15
GA RA APPROVED 2019-04-15
IA RA APPROVED 2019-04-15
MT RA APPROVED 2019-04-15
PA RA APPROVED 2019-04-15
SD RA APPROVED 2019-04-15
WI RA APPROVED 2019-04-15
AZ RA APPROVED 2019-04-12
LA RA APPROVED 2019-04-12
MO RA APPROVED 2019-04-12
NC RA APPROVED 2019-04-12
OH RA APPROVED 2019-04-12
TX RA APPROVED_RES 2019-04-12
FL RA APPROVED 2019-04-08
  • AK RA
    APPROVED
    Since 2024-01-16
  • OR RA
    APPROVED
    Since 2023-12-13
  • NJ RA
    APPROVED
    Since 2021-11-12
  • KS RA
    APPROVED
    Since 2021-08-10
  • NY RA
    APPROVED
    Since 2021-04-05
  • OK RA
    APPROVED
    Since 2020-02-19
  • MS RA
    APPROVED
    Since 2020-01-24
  • AR RA
    APPROVED
    Since 2019-08-16
  • NV RA
    APPROVED
    Since 2019-07-01
  • MD RA
    APPROVED
    Since 2019-06-18
  • MA RA
    APPROVED
    Since 2019-06-18
  • DC RA
    APPROVED
    Since 2019-06-17
  • NH RA
    APPROVED
    Since 2019-06-17
  • WA RA
    APPROVED
    Since 2019-06-17
  • CT RA
    APPROVED
    Since 2019-06-14
  • IN RA
    APPROVED
    Since 2019-06-14
  • KY RA
    APPROVED
    Since 2019-06-14
  • ME RA
    APPROVED
    Since 2019-06-14
  • IL RA
    APPROVED
    Since 2019-04-29
  • VA RA
    APPROVED
    Since 2019-04-18
  • MI RA
    APPROVED
    Since 2019-04-17
  • SC RA
    APPROVED
    Since 2019-04-17
  • AL RA
    APPROVED
    Since 2019-04-16
  • CO RA
    APPROVED
    Since 2019-04-16
  • MN RA
    APPROVED
    Since 2019-04-16
  • CA RA
    APPROVED
    Since 2019-04-15
  • DE RA
    APPROVED
    Since 2019-04-15
  • GA RA
    APPROVED
    Since 2019-04-15
  • IA RA
    APPROVED
    Since 2019-04-15
  • MT RA
    APPROVED
    Since 2019-04-15
  • PA RA
    APPROVED
    Since 2019-04-15
  • SD RA
    APPROVED
    Since 2019-04-15
  • WI RA
    APPROVED
    Since 2019-04-15
  • AZ RA
    APPROVED
    Since 2019-04-12
  • LA RA
    APPROVED
    Since 2019-04-12
  • MO RA
    APPROVED
    Since 2019-04-12
  • NC RA
    APPROVED
    Since 2019-04-12
  • OH RA
    APPROVED
    Since 2019-04-12
  • TX RA
    APPROVED_RES
    Since 2019-04-12
  • FL RA
    APPROVED
    Since 2019-04-08

Branch Locations

4003 West Neptune Street, Tampa, FL 33629 • United States

1255 Tamiami Trail, Port Charlotte, FL 33953 • United States

33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 03/2012 03/2019
Suntrust Advisory Services Atlanta GA 08/2016 03/2019
Synovus Securities, Inc. Sarasota FL 04/2019 05/2021
Synovus Bank Sarasota FL 04/2019 05/2021
Synovus Securities Inc. Port Charlotte FL 05/2021 Present
Synovus Bank Port Charlotte FL 05/2021 12/2025
Pinnacle Bank Port Charlotte FL 01/2026 Present
  • 03/2012 → 03/2019
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 08/2016 → 03/2019
    Suntrust Advisory Services
    Atlanta, GA
  • 04/2019 → 05/2021
    Sarasota, FL
  • 04/2019 → 05/2021
    Synovus Bank
    Sarasota, FL
  • 05/2021 → Present
    Port Charlotte, FL
  • 05/2021 → 12/2025
    Synovus Bank
    Port Charlotte, FL
  • 01/2026 → Present
    Pinnacle Bank
    Port Charlotte, FL
Previous Registrations
  • 2016-09-12 → 2019-04-05
    Sarasota, FL
  • 2005-12-13 → 2016-12-31
    Truist Investment Services, Inc.
    Bradenton, FL
    Nokomis, FL
    Punta Gorda, FL
    Port Charlotte, FL
    Sarasota, FL
    Naples, FL
    Fort Myers, FL
    Port Charlotte, FL
    Venice, FL
    Naples, FL
    Sarasota, FL
    Bonita Springs, FL
    North Fort Myers, FL
    Fort Myers, FL
    Naples, FL
    Sarasota, FL
    Punta Gorda, FL
    Fort Myers, FL
    Bradenton, FL
    Bradenton, FL
    Cape Coral, FL
    Ellenton, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Englewood, FL
    Fort Myers, FL
    Sarasota, FL
    Sarasota, FL
    Venice, FL
    Saint James City, FL
    Cape Coral, FL
    Lehigh Acres, FL
    Cape Coral, FL
    Cape Coral, FL
    Fort Myers, FL
    Fort Myers, FL
    Sanibel, FL
    Bonita Springs, FL
    Naples, FL
    Naples, FL
    Naples, FL
    Marco Island, FL
    Sarasota, FL
    Sarasota, FL
    Longboat Key, FL
    Englewood, FL
    Venice, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Osprey, FL
    Bradenton, FL
    Bradenton, FL
    Bradenton, FL
    North Port, FL
    Punta Gorda, FL
    Port Charlotte, FL
    Port Charlotte, FL
    Bradenton, FL
    Fort Myers, FL
    Fort Myers, FL
    North Port, FL
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-09
S63 Uniform Securities Agent State Law Examination 1998-05-26
  • S65 Uniform Investment Adviser Law Examination
    2005-12-09
  • S63 Uniform Securities Agent State Law Examination
    1998-05-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor