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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-26 |
| IL | RA | APPROVED | 2022-07-21 |
| NC | RA | APPROVED | 2021-07-15 |
| CO | RA | APPROVED | 2020-03-10 |
| AL | RA | APPROVED | 2019-02-25 |
| GA | RA | APPROVED | 2019-01-24 |
| FL | RA | APPROVED | 2019-01-22 |
| MI | RA | APPROVED | 2019-01-17 |
| MT | RA | APPROVED | 2019-01-15 |
Branch Locations
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
101 S. Crawford Street, Thomasville, GA 31792 • United States
601 N. Monroe Street, Tallahassee, FL 32301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tallahassee | FL | 12/2011 | 01/2019 |
| Florida Commerce Credit Union | Tallahassee | FL | 12/2011 | 01/2019 |
| Synovus Securities, Inc. | Tallahassee | FL | 01/2019 | 10/2019 |
| Synovus Bank | Tallahassee | FL | 01/2019 | 10/2019 |
| Synovus Securities, Inc. | Tallahassee | FL | 10/2019 | Present |
| Synovus Bank | Tallahassee | FL | 10/2019 | 12/2025 |
| Synovus Securities Inc. | Thomasville | GA | 11/2021 | Present |
| Synovus Bank | Thomasville | GA | 11/2021 | 12/2025 |
| Pinnacle Bank | Tallahassee | FL | 01/2026 | Present |
| Pinnacle Bank | Thomasville | GA | 01/2026 | Present |
TALLAHASSEE REGIONAL ESTATE PLANNING COUNCIL| START DATE: 06/01/1998|3600 MACLAY BLVD 200 TALLAHASSEE, FL 32312|PROFESSIONAL GROUP| BOARD MEMBER |2 HOURS PER MONTH, SPENT DURING TRADING HOURS|NOT INVESTMENT RELATED|PROFESSIONAL EDUCATION AND NETWORKING GROUP. INDUSTRY EDUCATION MEETINGS HELD 8 TIMES PER YEARS AT LUNCHEON LOCATION. KIWANIS CLUB OF TALLAHASSEE|START DATE: 03/01/1998|2321 ARMISTEAD ROAD TALLAHASSEE, FL 32308|CIVIC CLUB|TREASURER|5 HOURS PER MONTH, 5 HOURS PER MONTH SPENT DURING TRADING HOURS|NOT INVESTMENT RELATED|NO CHECKWRITING AUTHORITY, BOOKWORK ONLY. NO COMPENSATION. TALLAHASSEE SYMPHONY ORCHESTRA|START DATE: 06/01/2025|507 N CALHOUN ST. TALLAHASSEE, FL 32301|COMMUNITY ORCHESTRA| BOARD MEMBER|3 HOURS PER MONTH, 0 HOURS PER MONTH SPENT DURING TRADING HOURS|NOT INVESTMENT RELATED| MEMBER OF LARGE BOARD OF VOLUNTEERS | NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-01 |
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