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James Russell Davidson

Synovus Securities, Inc.

Lagrange, GA

Newnan, GA

CRD 4684097

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Employer firm

Synovus Securities, Inc. CRD 14023

$8.45B regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Synovus Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-10-06
TX RA APPROVED 2021-03-25
CA RA APPROVED 2017-11-29
NC RA APPROVED 2017-05-03
SC RA APPROVED 2017-04-19
FL RA APPROVED 2016-12-12
AL RA APPROVED 2016-07-07
GA RA APPROVED 2016-07-06
  • VA RA
    APPROVED
    Since 2023-10-06
  • TX RA
    APPROVED
    Since 2021-03-25
  • CA RA
    APPROVED
    Since 2017-11-29
  • NC RA
    APPROVED
    Since 2017-05-03
  • SC RA
    APPROVED
    Since 2017-04-19
  • FL RA
    APPROVED
    Since 2016-12-12
  • AL RA
    APPROVED
    Since 2016-07-07
  • GA RA
    APPROVED
    Since 2016-07-06

Branch Locations

200 North Greenwood, Lagrange, GA 30240 • United States

110 Jefferson St, Newnan, GA 30263 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synovus Securities, Inc. Lagrange GA 06/2016 10/2019
Synovus Bank Lagrange GA 06/2016 10/2019
Synovus Securities, Inc. Lagrange GA 10/2019 Present
Synovus Bank Lagrange GA 10/2019 12/2025
Pinnacle Bank Lagrange GA 01/2026 Present
  • 06/2016 → 10/2019
    Lagrange, GA
  • 06/2016 → 10/2019
    Synovus Bank
    Lagrange, GA
  • 10/2019 → Present
    Lagrange, GA
  • 10/2019 → 12/2025
    Synovus Bank
    Lagrange, GA
  • 01/2026 → Present
    Pinnacle Bank
    Lagrange, GA
Previous Registrations
  • 2003-09-26 → 2016-06-17
    Truist Investment Services, Inc.
    Columbus, GA
    Lagrange, GA
    Lagrange, GA
    Lagrange, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-21
  • S66 Uniform Combined State Law Examination
    2003-08-21
Designations
  • Certified Financial Planner
Other Names
  • Russ Davidson
  • James Russell Davidson

View on SEC IAPD

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