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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 | 2024-12-05 |
| NY | RA | APPROVED | 2024-06-25 |
| CT | RA | APPROVED | 2024-01-08 |
| OH | RA | APPROVED | 2022-02-04 |
| MD | RA | APPROVED | 2019-09-10 |
| OK | RA | APPROVED | 2019-09-09 |
| TX | RA | APPROVED_RES | 2019-09-04 |
| MI | RA | APPROVED | 2019-08-30 |
| AZ | RA | APPROVED | 2019-08-29 |
| PA | RA | APPROVED | 2019-08-29 |
| GA | RA | APPROVED | 2019-08-23 |
| FL | RA | APPROVED | 2019-08-06 |
Branch Locations
5801 49Th Street North, St. Petersburg, FL 33709 • United States
2520 Manatee Avenue West, Bradenton, FL 34205 • United States
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sarasota | FL | 08/2013 | 06/2017 |
| Ameriprise Financial Services Inc | Sarasota | FL | 08/2017 | 12/2017 |
| Suntrust Investment Services Inc | Atlanta | GA | 04/2018 | 07/2019 |
| Suntrust Bank | Bradenton | FL | 03/2018 | 07/2019 |
| Synovus Bank | Bradenton | FL | 07/2019 | 10/2019 |
| Synovus Securities | Bradenton | FL | 07/2019 | 10/2019 |
| Synovus Securities, Inc. | Bradenton | FL | 10/2019 | Present |
| Synovus Bank | Bradenton | FL | 10/2019 | 12/2025 |
| Pinnacle Bank | Bradenton | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-09 |
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