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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-20 |
| FL | RA | APPROVED | 2023-10-09 |
| SC | RA | APPROVED | 2023-04-13 |
Branch Locations
110 Jefferson St, Newnan, GA 30263 • United States
1221 Main Street, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synovus Bank | Columbia | SC | 05/2022 | 01/2026 |
| Synovus Securities, Inc. | Columbia | SC | 05/2022 | Present |
| Synovus Bank | Columbia | SC | 08/2018 | 05/2022 |
| Regions Bank | Columbia | SC | 09/2014 | 08/2018 |
| Pinnacle Bank | Columbia | SC | 01/2026 | Present |
Junior League of Columbia, Inc. | Start Date: 06/01/2025 | 2926 Devine Street - Columbia, SC 29205| Non-profit | Treasurer- this position sits on the BOD | 8 hours per month | 0 hours spent during trading | Investment related | The Treasurer oversees the overall finances for the JLC, focusing on long term sustainability, The treasurer serves as a non-voting member of the investment advisory board and reports on the financial position of the league to the Board of Directors. | No compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-27 |
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