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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-28 |
| CO | RA | APPROVED | 2025-12-23 |
| MS | RA | APPROVED | 2025-04-29 |
| NC | RA | APPROVED | 2025-01-07 |
| FL | RA | APPROVED | 2025-01-02 |
| PA | RA | APPROVED | 2024-12-11 |
| GA | RA | APPROVED | 2020-03-02 |
Branch Locations
11315 S. Dixie Highway, Pinecrest, FL 33156 • 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 Llc | Miami | FL | 07/2003 | 02/2020 |
| Cetera Investment Advisers Llc | Miami | FL | 07/2003 | 02/2020 |
| Compass Advisory Group, Llc | Miami | FL | 06/2003 | 02/2020 |
| 360 Advisors, Llc | Miami | FL | 02/2014 | 02/2020 |
| Synovus Bank | Coral Gables | FL | 02/2020 | 12/2025 |
| Synovus Bank | Pinecrest | FL | 09/2021 | 12/2025 |
| Synovus Securites, Inc. | Pinecrest | FL | 01/2026 | Present |
| Pinnacle Bank | Pinecrest | FL | 01/2026 | Present |
| Synovus Securities, Inc. | Coral Gables | FL | 02/2020 | 12/2025 |
| Synovus Securities, Inc. | Pinecrest | FL | 09/2021 | 12/2025 |
INDEPENDENT INSURANCE AGENT - START DATE: 07/03/2003 - RESIDUALS FROM OLD DISABILITY INSURANCE AND LTC POLICIES - MEMBER - 0 HRS/MO; 0 HRS DURING TRADING - INVESTMENT RELATED - COMSSION RECEIVED FROM VARIOUS INSURANCE AND ANNUITY CARRIERS - WILL RECEIVE RESIDUAL ONLY INSURANCE COMMISSIONS, RENEWAL FEES, ETC. FOR EXISTING BUSINESS TRANSACTED PRIOR TO 02/28/2020 ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-26 |
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