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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-26 |
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