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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2024-10-24 |
| CO | RA | APPROVED | 2023-08-15 |
| DE | RA | APPROVED | 2023-08-15 |
| IL | RA | APPROVED | 2023-08-15 |
| MD | RA | APPROVED | 2023-08-15 |
| NY | RA | APPROVED | 2023-08-15 |
| NC | RA | APPROVED | 2023-08-15 |
| UT | RA | APPROVED | 2023-08-15 |
| WI | RA | APPROVED | 2023-08-15 |
| NJ | RA | APPROVED | 2022-11-28 |
| FL | RA | APPROVED | 2019-03-12 |
| SC | RA | APPROVED | 2019-03-11 |
| GA | RA | APPROVED | 2017-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Marietta | GA | 04/2016 | 11/2016 |
| Wells Fargo Bank Na | Marietta | GA | 04/2016 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Marietta | GA | 11/2016 | 02/2017 |
| Synovus Securities, Inc. | Atlanta | GA | 02/2017 | 05/2022 |
| Synovus Securities Inc. | Atlanta | GA | 05/2022 | Present |
CFP BOARD|1425 K STREET NW #800, WASHINGTON, DC 20005|GRANTING THE CFP|MENTOR| 0 HOURS PER MONTH| 0 DURING TRADING HOURS|INVESTMENT RELATED|THE PROGRAM IS DESIGNED FOR THOSE WITH EXPERIENCE IN THE FIELD TO VOLUNTEER TO PROVIDE ADVICE AND SUPPORT TO ASPIRING CFP PROFESSIONALS. THIS IS A VOLUNTEER ROLE, THUS NO COMPENSATION IS PROVIDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-07 |
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