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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-30 |
| SC | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED_RES | 2022-03-14 |
| IL | RA | APPROVED | 2022-02-10 |
| VA | RA | APPROVED | 2020-09-28 |
| FL | RA | APPROVED | 2017-12-04 |
| AL | RA | APPROVED | 2017-11-14 |
Branch Locations
125 W. Romana Street Suite 400, Pensacola, FL 32502 • United States
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Pensacola | FL | 06/2011 | 07/2017 |
| Bbva Securities Inc. | Pensacola | FL | 05/2013 | 07/2017 |
| Synovus Securities, Inc. | Pensacola | FL | 08/2017 | Present |
| Synovus Bank | Pensacola | FL | 07/2017 | 01/2026 |
| Pinnacle Bank | Pensacola | FL | 01/2026 | Present |
PENSACOLA OPERA | 75 S TARRAGONA STREET, PENSACOLA FL | NON-PROFIT - ARTS AND CUTURE | TRUSTEE | 2 HRS/MO | 0 HRS DURING TRADING | NOT INVESTMENT RELATED | 08/01/2018 | SIT ON THE BOARD AS A TRUSTEE. PAY AN ANNUAL FEE OF $1000.00 TO SIT ON BOARD VIA SYNOVUS. | NO COMPENSATION WHITE SANDS LEASEHOLDERS ASSOCIATION | P.O. BOX 11123, PENSACOLA, FL 32524 | HOMEOWNERS ASSOCIATION | SECRETARY | 1 HR/MO | 0 HRS DURING TRADING | NOT INVESTMENT RELATED |MAIL OUT PROXIES AND PRIOR YEARS MINUTES BEFORE ANNUAL MEETING. TAKE MINUTES AND RECORD THEM FOR 40 HOMEOWNERS DURING EVERY BOARD MEETING| NO DIRECT COMPENSATION. THE BOARD WAIVES MY ANNUAL HOMEOWNERS ASSOCIATION FEES FOR MY UNIT, WHICH ARE $600 ANNUALLY. ANY ASSESSMENTS FOR REPAIRS ARE NOT WAIVED. BURKE FAMILY TRUST| 4/2018|2707 EDMUND DRIVE GULF BREEZE, FLORIDA|TRUSTEE|REVOCABLE TRUST|2 HOURS PER MONTH|0 DURING TRADING HOURS|NOT INVESTMENT RELATED|TOWNHOUSE AND CONDO OWNED BY THE TRUST AND RENTAL INCOME IS RECEIVED. RENTALS ARE MANAGED BY PENSACOLA BEACH RENTALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-07 |
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