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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-01 |
| FL | RA | APPROVED | 2022-12-01 |
Branch Locations
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
201 E. Las Olas Blvd, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Synovus Bank | Davie | FL | 12/2018 | 12/2021 |
| Synovus Bank | Weston | FL | 12/2021 | 12/2022 |
| Synovus Securities Inc. | Weston | FL | 12/2021 | 04/2022 |
| Synovus Securities Inc. | Weston | FL | 04/2022 | 12/2022 |
| Bank Of America | Hialeah | FL | 05/2014 | 12/2018 |
| Synovus Bank | Fort Lauderdale | FL | 12/2022 | 01/2026 |
| Synovus Securities, Inc. | Fort Lauderdale | FL | 12/2022 | Present |
| Pinnacle Bank | Fort Lauderdale | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
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