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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-01 |
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