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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-04-26 |
| FL | RA | APPROVED | 2022-05-18 |
Branch Locations
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
1605 Main Street, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Naples | FL | 04/2013 | 11/2016 |
| Wells Fargo Bank Na | Naples | FL | 04/2013 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 07/2017 |
| Suntrust Bank, Inc. | Lakewood Ranch | FL | 07/2017 | 05/2022 |
| Suntrust Investment Services,Inc. | Atlanta | GA | 07/2017 | 05/2022 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 07/2017 | 05/2022 |
| Synovus Bank | Sarasota | FL | 05/2022 | 01/2026 |
| Synovus Securities, Inc. | Sarasota | FL | 05/2022 | Present |
| Pinnacle Bank | Sarasota | FL | 01/2026 | Present |
Morgan Franklin Fellowship POSITION: Board Member; Finance Committee member NATURE: Promoting financial literacy and providing financial education. INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 1 TRADING HOURS: 1 START DATE: 07/16/2024 ADDRESS: 470 Mast Rd. Goffstown, NH 03045 United States DESCRIPTION: Discussing ways in which the MFF can expand it's impact and provide more people financial education. The boards ultimate goal is to have MFF create a lasting impact by increasing nationwide financial literacy for the next 200 years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-09 |
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