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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-05 |
| FL | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2022-01-05 |
| WA | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED | 2021-07-14 |
| NE | RA | APPROVED | 2018-02-28 |
| GA | RA | APPROVED | 2018-01-19 |
| AL | RA | APPROVED | 2018-01-10 |
| PA | RA | APPROVED | 2018-01-09 |
| NC | RA | APPROVED | 2018-01-08 |
| VA | RA | APPROVED | 2018-01-08 |
Branch Locations
1080 Morrison Drive Suite 300, Charleston , SC 29403 • United States
110 Jefferson St, Newnan, GA 30263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Charleston | SC | 06/2012 | 01/2018 |
| Bank Of America, N.A. | Charleston | SC | 12/2012 | 01/2018 |
| Synovus Securities, Inc. | Charleston | SC | 01/2018 | 10/2019 |
| Synovus Bank | Charleston | SC | 01/2018 | 10/2019 |
| Synovus Securities, Inc. | Charleston | SC | 10/2019 | 09/2024 |
| Synovus Bank | Charleston | SC | 10/2019 | 09/2024 |
| Synovus Securities, Inc. | Charleston | SC | 09/2024 | Present |
| Synovus Bank | Charleston | SC | 09/2024 | 12/2025 |
| Pinnacle Bank | Charleston | SC | 01/2026 | Present |
START DATE: 06/2022|PRESIDENT OF THE ASHLEY HALL ALUMNAE ASSOCIATION BOARD | 4 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS | NOT INVESTMENT RELATED | NO COMPENSATION | RESPONSIBILITIES INCLUDE STRUCTURING AND PLANNING INFORMATION MEETINGS FOR BOARD MEMBERS TO DISCUSS THE ONGOINGS AT THE SCHOOL AND POTENTIAL WAYS TO IMPROVE ALUMNAE ENGAGEMENT, ASSISTING THE SCHOOL IN PLANS FOR THE ALUMNAE WEEKEND, ORGANIZE THE ALUMNAE WEEKEND COCKTAIL PARTY AND AUCTION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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