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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-15 |
| IA | RA | APPROVED | 2026-01-15 |
| AL | RA | APPROVED | 2024-12-04 |
| NY | RA | APPROVED | 2024-06-26 |
| CT | RA | APPROVED | 2024-01-08 |
| OH | RA | APPROVED | 2022-02-04 |
| MD | RA | APPROVED | 2019-09-03 |
| AZ | RA | APPROVED | 2019-08-29 |
| MI | RA | APPROVED | 2019-08-28 |
| PA | RA | APPROVED | 2019-08-26 |
| GA | RA | APPROVED | 2019-08-23 |
| FL | RA | APPROVED | 2019-08-06 |
Branch Locations
2520 Manatee Avenue West, Bradenton, FL 34205 • United States
1605 Main Street, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2009 | 07/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 07/2019 |
| Synovus Securities Inc | Bradenton | FL | 07/2019 | 10/2019 |
| Synovus Bank | Bradenton | FL | 07/2019 | 10/2019 |
| Synovus Securities, Inc. | Bradenton | FL | 10/2019 | 04/2022 |
| Synovus Bank | Bradenton | FL | 10/2019 | 04/2022 |
| Synovus Securities, Inc. | Sarasota | FL | 04/2022 | Present |
| Synovus Bank | Sarasota | FL | 04/2022 | 12/2025 |
| Pinnacle Bank | Sarasota | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-29 |
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