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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-28 |
| AR | RA | APPROVED | 2026-03-31 |
| NH | RA | APPROVED | 2026-03-26 |
| SD | RA | APPROVED | 2025-01-31 |
| ME | RA | APPROVED | 2023-12-22 |
| AK | RA | APPROVED | 2023-08-08 |
| MN | RA | APPROVED | 2022-05-27 |
| WI | RA | APPROVED | 2022-04-21 |
| ID | RA | APPROVED | 2021-11-18 |
| NE | RA | APPROVED | 2021-11-05 |
| MA | RA | APPROVED | 2021-11-04 |
| MD | RA | APPROVED | 2021-11-02 |
| DC | RA | APPROVED | 2021-10-26 |
| NY | RA | APPROVED | 2021-10-24 |
| HI | RA | APPROVED | 2021-10-22 |
| WA | RA | APPROVED | 2021-10-20 |
| WY | RA | APPROVED | 2021-10-18 |
| AZ | RA | APPROVED | 2021-10-13 |
| NJ | RA | APPROVED | 2021-10-13 |
| KY | RA | APPROVED | 2021-10-11 |
| LA | RA | APPROVED | 2021-10-11 |
| SC | RA | APPROVED | 2021-10-11 |
| NV | RA | APPROVED | 2021-10-08 |
| WV | RA | APPROVED | 2021-10-08 |
| AL | RA | APPROVED | 2021-10-06 |
| CO | RA | APPROVED | 2021-10-06 |
| MS | RA | APPROVED | 2021-10-06 |
| OK | RA | APPROVED | 2021-10-06 |
| GA | RA | APPROVED | 2021-10-05 |
| MI | RA | APPROVED | 2021-10-05 |
| NC | RA | APPROVED | 2021-10-05 |
| VA | RA | APPROVED | 2021-10-05 |
| CA | RA | APPROVED | 2021-10-04 |
| CT | RA | APPROVED | 2021-10-04 |
| FL | RA | APPROVED | 2021-10-04 |
| IL | RA | APPROVED | 2021-10-04 |
| IN | RA | APPROVED | 2021-10-04 |
| KS | RA | APPROVED | 2021-10-04 |
| MT | RA | APPROVED | 2021-10-04 |
| NM | RA | APPROVED | 2021-10-04 |
| OR | RA | APPROVED | 2021-10-04 |
| PA | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED_RES | 2021-10-04 |
| UT | RA | APPROVED | 2021-10-04 |
| OH | RA | APPROVED | 2021-10-03 |
Branch Locations
110 Jefferson St, Newnan, GA 30263 • United States
33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 07/2011 | 12/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 12/2019 |
| Bb&T Securities, Llc | Richmond | VA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 09/2021 |
| Synovus Securities Inc. | Newnan | GA | 10/2021 | Present |
| Synovus Bank | Newnan | GA | 10/2021 | 12/2025 |
| Pinnacle Bank | Newnan | GA | 01/2026 | Present |
POA FOR MAUREEN MCCARTHY (MOTHER) | START 6-8-2010 | 5199 SCARTLET OAK CIRCLE, BESSEMER, AL | OVERSEE FINANCIAL ACCOUNTS | POA | 1 HRS/MO, 0 HR/MO DURING TRADING HRS | INVESTMENT RELATED | NO COMPENSATION | I AM A CO-POA WITH MY BROTHER AND WE OVERSEE ME MOTHERS INVESTMENT ACCOUNTS. MY MOTHER HANDLES ALL BILL PAYING AND CHECK WRITING. BANK INSURANCE SECURITIES ASSOCIATION | START 3/1/2016| WASHINGTON, DC | INDUSTRY THOUGHT LEADER | BOARD MEMEBER | 1 HRS/MO, 0 DURING TRADING HRS | NOT INVESTMENT RELATED | NO COMPENSATION | SERVE AS BOARD MEMBER ADVISING BISA. DUTIES INCLUDE AMONG OTHER ITEMS ATEENDING BOARD MEETINGS. SOUTHWEST CHRISTIAN CARE | START 12/02/2025 | 7225 LESTER ROAD, UNION CITY, GA 30291 | HOSPICE/RESPITE SERVICES | BOARD MEMBER/CHAIR OF FINANCE COMMITTEE | 2 HRS/MO | 0 HRS/MO DURING TRADING |NOT INVESTMENT RELATED | NO COMPENSATION | SERVE AS BOARD MEMBER/CHAIR OF FINANCE COMMITTEE WITH CHECK SIGNING CAPABILITIES AND POTENTIAL TRADING AUTHORIZATION FOR ENDOWMENT ACCOUNT. CHECKS ARE APPROVED BY EXECUTIVE COMMITTEE WHERE I WILL SERVE, AS WELL. CHECKS WOULD ONLY BE CO-SIGNED OVER $200K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-17 |
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