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

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-03-10
CT RA APPROVED 2026-02-23
FL RA APPROVED 2025-01-01
OK RA APPROVED 2025-01-01
OH RA APPROVED 2023-10-12
GA RA APPROVED 2021-02-04
  • ME RA
    APPROVED
    Since 2026-03-10
  • CT RA
    APPROVED
    Since 2026-02-23
  • FL RA
    APPROVED
    Since 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01
  • OH RA
    APPROVED
    Since 2023-10-12
  • GA RA
    APPROVED
    Since 2021-02-04

Branch Locations

1605 Main Street, Sarasota, FL 34236 • United States

6705 State Road 70 East, Bradenton, FL 34203 • United States

1255 Tamiami Trail, Port Charlotte, FL 33953 • 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
Suntrust Investment Services, Inc. Sarasota FL 09/2007 07/2019
Suntrust Advisory Services Atlanta GA 08/2016 07/2019
Synovus Securities Inc. Bradenton FL 07/2019 10/2019
Synovus Bank Bradenton FL 07/2019 10/2019
Synovus Securities, Inc. Bradenton FL 10/2019 Present
Synovus Bank Bradenton FL 10/2019 12/2025
Pinnacle Bank Bradenton FL 01/2026 Present
  • 09/2007 → 07/2019
    Suntrust Investment Services, Inc.
    Sarasota, FL
  • 08/2016 → 07/2019
    Suntrust Advisory Services
    Atlanta, GA
  • 07/2019 → 10/2019
    Bradenton, FL
  • 07/2019 → 10/2019
    Synovus Bank
    Bradenton, FL
  • 10/2019 → Present
    Bradenton, FL
  • 10/2019 → 12/2025
    Synovus Bank
    Bradenton, FL
  • 01/2026 → Present
    Pinnacle Bank
    Bradenton, FL
Previous Registrations
  • 2016-08-26 → 2019-08-07
    Bradenton, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Bradenton, FL
  • 2007-12-10 → 2016-12-31
    Truist Investment Services, Inc.
    Longboat Key, FL
    Sarasota, FL
    Sarasota, FL
    Bradenton, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Bradenton, FL
Other Businesses

SHORT TERM RENTAL | 197 BEADLE HILL RD, JAY, VT | OWNER | 10 HRS/MO, 0 DURING TRADING | NOT INVESTMENT RELATED | COMPENSATION FROM RECEIVED FROM THE SHORT TERM TENANTS ON A PER RENTAL BASIS | MANAGEMENT OF CONTRACTORS AND DISCUSSIONS WITH PROPERTY MANAGER | START 12/21/2022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-01
  • S66 Uniform Combined State Law Examination
    2008-02-01
Designations

View on SEC IAPD

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor