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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synovus Securities, Inc. | Savannah | GA | 07/2014 | 05/2018 |
| Synovus Bank | Savannah | GA | 07/2014 | 05/2018 |
| Lpl Financial, Llc | Statesboro | GA | 06/2018 | 08/2023 |
| Queensborough National Bank & Trust Company | Statesboro | GA | 06/2018 | 08/2023 |
| Massmutual Life Insurance Co | Statesboro | GA | 08/2023 | 08/2024 |
| Mml Investors Services, Llc | Statesboro | GA | 09/2023 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Savannah Wealth Group, Llc | Statesboro | GA | 08/2024 | Present |
1. Fixed insurance referrals; as of 08/09/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 08/09/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. COO & Co-CIO, Savannah Wealth Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 06/24/2024; 95% of time spent during business hours; Conducted at branch; Investment related. 4. Co-Owner, MJA Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 03/14/2025; 60% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-20 |
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