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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-22 |
| PA | RA | APPROVED | 2021-09-10 |
| NC | RA | APPROVED | 2021-07-26 |
| GA | RA | APPROVED | 2021-03-30 |
Branch Locations
1490 Distribution Drive, Suwanee, GA 30024 • United States
110 Jefferson St, Newnan, GA 30263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 04/2015 | 03/2021 |
| Suntrust Bank | Dacula | GA | 04/2015 | 03/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2021 |
| Synovus Bank | Suwanee | GA | 03/2021 | 01/2026 |
| Synovus Securities, Inc. | Suwanee | GA | 03/2021 | Present |
| Pinnacle Bank | Suwanee | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
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