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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-17 |
| WA | RA | APPROVED | 2026-01-15 |
| CO | RA | APPROVED | 2025-12-23 |
| MA | RA | APPROVED | 2025-02-05 |
| NC | RA | APPROVED | 2024-10-28 |
| NJ | RA | APPROVED | 2024-10-23 |
| NY | RA | APPROVED | 2024-10-23 |
| AL | RA | APPROVED | 2024-10-22 |
| CA | RA | APPROVED | 2024-10-22 |
| FL | RA | APPROVED | 2024-10-22 |
| GA | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
201 E. Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists | Schaumburg | IL | 01/2018 | 03/2020 |
| Compass Wealth Management Llc | Miami | FL | 05/2017 | 02/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2019 | 02/2020 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2017 | 02/2020 |
| Synovus Bank | Coral Gables | FL | 03/2020 | 07/2022 |
| Synovus Securities, Inc | Coral Gables | FL | 02/2020 | 07/2022 |
| J.P. Morgan Securities Llc | Coral Gables | FL | 08/2022 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Coral Gables | FL | 08/2022 | 10/2024 |
| Dohan Cpa Pa | Miami | FL | 06/2017 | 12/2017 |
| Unemployed | Miami | FL | 07/2016 | 04/2017 |
| Synovus Securities, Inc. | Fort Lauderdale | FL | 10/2024 | Present |
| Synovus Bank | Fort Lauderdale | FL | 10/2024 | 12/2025 |
| Pinnacle Bank | Fort Lauderdale | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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