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Current Employers
Synovus Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-04-26
FL RA APPROVED 2022-05-18
  • ME RA
    APPROVED
    Since 2023-04-26
  • FL RA
    APPROVED
    Since 2022-05-18

Branch Locations

1255 Tamiami Trail, Port Charlotte, FL 33953 • United States

1605 Main Street, Sarasota, FL 34236 • 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
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
  • 04/2013 → 11/2016
    Wells Fargo Advisors, Llc.
    Naples, FL
  • 04/2013 → 07/2017
    Wells Fargo Bank Na
    Naples, FL
  • 11/2016 → 07/2017
    Naples, FL
  • 07/2017 → 05/2022
    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
  • 05/2022 → 01/2026
    Synovus Bank
    Sarasota, FL
  • 05/2022 → Present
    Sarasota, FL
  • 01/2026 → Present
    Pinnacle Bank
    Sarasota, FL
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-09
  • S66 Uniform Combined State Law Examination
    2011-08-09
Other Names
  • Stephanie Ashton Benardo

View on SEC IAPD

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