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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-24 |
| IN | RA | APPROVED | 2025-02-27 |
| CA | RA | APPROVED | 2023-08-14 |
| KS | RA | APPROVED | 2023-04-26 |
| OK | RA | APPROVED | 2022-12-05 |
| OH | RA | APPROVED | 2022-07-13 |
| WI | RA | APPROVED | 2022-03-29 |
| AZ | RA | APPROVED | 2022-02-23 |
| NV | RA | APPROVED | 2022-02-23 |
| CO | RA | APPROVED | 2022-02-17 |
| PA | RA | APPROVED | 2022-02-17 |
| NJ | RA | APPROVED | 2022-01-06 |
| OR | RA | APPROVED | 2021-11-02 |
| FL | RA | APPROVED | 2020-12-01 |
| GA | RA | APPROVED | 2020-12-01 |
| KY | RA | APPROVED | 2020-12-01 |
| MS | RA | APPROVED | 2020-12-01 |
| NC | RA | APPROVED | 2020-12-01 |
| AL | RA | APPROVED | 2020-11-30 |
| TX | RA | APPROVED_RES | 2020-11-30 |
| VA | RA | APPROVED | 2020-11-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | El Paso | TX | 04/2017 | 09/2019 |
| Unemployed | El Paso | TX | 10/2016 | 04/2017 |
| Synovus Financial Corp. | Columbus | GA | 08/2016 | 10/2016 |
| Synovus Bank | Columbus | GA | 11/2019 | 12/2025 |
| Synovus Securities | Columbus | GA | 11/2019 | Present |
| Pinnacle Bank | Columbus | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
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