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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-30 |
| OK | RA | APPROVED | 2025-05-21 |
| MS | RA | APPROVED | 2025-02-13 |
| NY | RA | APPROVED | 2024-11-15 |
| CA | RA | APPROVED | 2022-06-01 |
| HI | RA | APPROVED | 2020-04-07 |
| OR | RA | APPROVED | 2020-04-03 |
| NM | RA | APPROVED | 2020-03-31 |
| AL | RA | APPROVED | 2018-11-14 |
| FL | RA | APPROVED | 2018-11-06 |
| GA | RA | APPROVED | 2018-11-01 |
Branch Locations
701 Broad Street, Rome, GA 30161 • United States
135 W. C. Bryant Parkway, Calhoun, GA 30701 • United States
110 Jefferson St, Newnan, GA 30263 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 07/2009 | 10/2018 |
| United Community Banks, Inc. | Rome | GA | 07/2009 | 10/2018 |
| Lpl Financial Llc | Douglasville | GA | 02/2018 | 10/2018 |
| Synovus Securities, Inc. | Rome | GA | 10/2018 | 10/2019 |
| Synovus Bank | Rome | GA | 10/2018 | 10/2019 |
| Synovus Securities, Inc. | Rome | GA | 10/2019 | Present |
| Synovus Bank | Rome | GA | 10/2019 | 12/2025 |
| Pinnacle Bank | Rome | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-02 |
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