Best Investors Account Sign in
Current Employers
Synovus Securities, Inc.

33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-17
MD RA APPROVED 2026-07-14
NJ RA APPROVED 2025-10-22
OK RA APPROVED 2024-06-26
NC RA APPROVED 2020-11-25
MS RA APPROVED 2019-05-17
FL RA APPROVED 2016-11-03
GA RA APPROVED 2016-05-04
AL RA APPROVED 2016-05-03
  • TX RA
    APPROVED_RES
    Since 2026-07-17
  • MD RA
    APPROVED
    Since 2026-07-14
  • NJ RA
    APPROVED
    Since 2025-10-22
  • OK RA
    APPROVED
    Since 2024-06-26
  • NC RA
    APPROVED
    Since 2020-11-25
  • MS RA
    APPROVED
    Since 2019-05-17
  • FL RA
    APPROVED
    Since 2016-11-03
  • GA RA
    APPROVED
    Since 2016-05-04
  • AL RA
    APPROVED
    Since 2016-05-03

Branch Locations

110 Jefferson St, Newnan, GA 30263 • United States

1695 Whittlesley Road, Columbus, GA 31904 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synovus Securities, Inc. Columbus GA 04/2016 10/2019
Synovus Bank Columbus GA 04/2016 10/2019
Synovus Securities, Inc. Columbus GA 10/2019 Present
Synovus Bank Columbus GA 10/2019 12/2025
Pinnacle Bank Columbus GA 01/2026 Present
  • 04/2016 → 10/2019
    Columbus, GA
  • 04/2016 → 10/2019
    Synovus Bank
    Columbus, GA
  • 10/2019 → Present
    Columbus, GA
  • 10/2019 → 12/2025
    Synovus Bank
    Columbus, GA
  • 01/2026 → Present
    Pinnacle Bank
    Columbus, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-02
S63 Uniform Securities Agent State Law Examination 2015-05-15
  • S65 Uniform Investment Adviser Law Examination
    2016-05-02
  • S63 Uniform Securities Agent State Law Examination
    2015-05-15
Other Names
  • Will Roundtree
  • Roundtree
  • Jr Roundtree
  • Tree Roundtree
  • William Earl Roundtree

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Newnan, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor