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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-23 |
| NH | RA | APPROVED | 2024-03-12 |
| VA | RA | APPROVED | 2023-05-25 |
| OK | RA | APPROVED | 2023-04-03 |
| SC | RA | APPROVED | 2022-06-24 |
| NC | RA | APPROVED | 2022-06-22 |
| IL | RA | APPROVED | 2021-06-23 |
| OH | RA | APPROVED | 2021-06-22 |
| NV | RA | APPROVED | 2021-06-01 |
| ME | RA | APPROVED | 2019-12-04 |
| FL | RA | APPROVED | 2019-11-04 |
Branch Locations
7768 Ozark Drive Suite 100, Jacksonville, FL 32256 • United States
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Melbourne | FL | 02/2015 | 10/2019 |
| Space Coast Credit Union | Melbourne | FL | 02/2015 | 08/2019 |
| Synovus Securities | Cocoa Beach | FL | 10/2019 | 11/2021 |
| Synovus Bank | Cocoa Beach | FL | 10/2019 | 11/2021 |
| Synovus Securities Inc. | Jacksonville | FL | 06/2021 | Present |
| Synovus Bank | Jacksonville | FL | 06/2021 | 12/2025 |
| Synovus Securities Inc | Merritt Island | FL | 10/2019 | 05/2022 |
| Synovus Bank | Merritt Island | FL | 10/2019 | 05/2022 |
| Pinnacle Bank | Jacksonville | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-16 |
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