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Current Employers
Synovus Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-08-08
VA RA APPROVED 2025-07-31
NV RA APPROVED 2025-04-03
MI RA APPROVED 2024-12-02
CO RA APPROVED 2024-11-19
TX RA APPROVED_RES 2020-09-10
MD RA APPROVED 2020-09-09
CA RA APPROVED 2017-11-29
NC RA APPROVED 2017-05-03
SC RA APPROVED 2017-04-20
FL RA APPROVED 2016-12-12
AL RA APPROVED 2016-07-07
GA RA APPROVED 2016-07-06
  • ID RA
    APPROVED
    Since 2025-08-08
  • VA RA
    APPROVED
    Since 2025-07-31
  • NV RA
    APPROVED
    Since 2025-04-03
  • MI RA
    APPROVED
    Since 2024-12-02
  • CO RA
    APPROVED
    Since 2024-11-19
  • TX RA
    APPROVED_RES
    Since 2020-09-10
  • MD RA
    APPROVED
    Since 2020-09-09
  • CA RA
    APPROVED
    Since 2017-11-29
  • NC RA
    APPROVED
    Since 2017-05-03
  • SC RA
    APPROVED
    Since 2017-04-20
  • FL RA
    APPROVED
    Since 2016-12-12
  • AL RA
    APPROVED
    Since 2016-07-07
  • GA RA
    APPROVED
    Since 2016-07-06

Branch Locations

200 North Greenwood, Lagrange, GA 30240 • United States

110 Jefferson St, Newnan, GA 30263 • 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. Lagrange GA 06/2016 10/2019
Synovus Bank Lagrange GA 06/2016 10/2019
Synovus Securities, Inc Lagrange GA 10/2019 Present
Synovus Bank Lagrange GA 10/2019 12/2025
Pinnacle Bank Lagrange GA 01/2026 Present
  • 06/2016 → 10/2019
    Lagrange, GA
  • 06/2016 → 10/2019
    Synovus Bank
    Lagrange, GA
  • 10/2019 → Present
    Lagrange, GA
  • 10/2019 → 12/2025
    Synovus Bank
    Lagrange, GA
  • 01/2026 → Present
    Pinnacle Bank
    Lagrange, GA
Previous Registrations
  • 2006-11-15 → 2016-06-20
    Truist Investment Services, Inc.
    Lagrange, GA
    Lagrange, GA
    Lagrange, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-13
S63 Uniform Securities Agent State Law Examination 2006-02-21
  • S66 Uniform Combined State Law Examination
    2006-11-13
  • S63 Uniform Securities Agent State Law Examination
    2006-02-21
Other Names
  • Lisa Marie Helder
  • Lisa Marie Charron
  • Lisa M. Cooley
  • Lisa Marie Cooley

View on SEC IAPD

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