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CRD 14023
COLUMBUS, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GUY LEONARD SEXTON | n/a | COLUMBUS, GA | NEWNAN, GA | 37 | 43 | n/a | yes |
| ROBERT PARKER VARNER | n/a | COLUMBUS, GA | 30 | 34 | n/a | yes |
| TRAVIS FITZGERALD WADE | Certified Financial Planner | COLUMBUS, GA | NEWNAN, GA | 27 | 28 | n/a | yes |
| ROBERT HAMILTON HARRIS BURTS | n/a | NEWNAN, GA | PANAMA CITY BEACH, FL | ALPHARETTA, GA | 27 | 36 | n/a | yes |
| KEVEN L. PARKS | n/a | VALDOSTA, GA | NEWNAN, GA | 26 | 38 | n/a | yes |
| LUTHER RUTLEDGE | n/a | NEWNAN, GA | COLUMBUS, GA | 26 | 27 | n/a | yes |
| MURRY CALDWELL VAUGHAN | n/a | BIRMINGHAM, AL | 26 | 41 | n/a | yes |
| ROBERT DUSTIN WILSON | Certified Financial Planner | COLUMBUS, GA | NEWNAN, GA | 26 | 28 | n/a | yes |
| PHILLIP WAYNE ALDRIDGE | n/a | NEWNAN, GA | TUCKER, GA | 26 | 26 | n/a | yes |
| STEPHEN SCOTT LORENTZ | Certified Financial Planner | COLUMBUS, GA | NEWNAN, GA | 25 | 31 | n/a | yes |
| MICHAEL ARTHUR MARCHETTI | n/a | COLUMBUS, GA | NEWNAN, GA | 25 | 28 | n/a | yes |
| MARION E HOLLAND | n/a | NEWNAN, GA | TIFTON, GA | 24 | 27 | n/a | yes |
| RONALD ALLEN WOOD | Certified Financial Planner | BIRMINGHAM, AL | HUNTSVILLE, AL | 24 | 35 | n/a | yes |
| ALLEN THEODORE CURRY | n/a | Charleston , SC | NEWNAN, GA | 23 | 31 | n/a | yes |
| BOYD BENSON JONES | n/a | COLUMBIA, SC | Tampa, FL | 23 | 35 | n/a | yes |
| EDWARD MILTON FOWLER | n/a | DOUGLASVILLE, GA | NEWNAN, GA | 23 | 23 | n/a | yes |
| TIMOTHY RAY MCLEAN | n/a | LEESBURG, GA | NEWNAN, GA | 22 | 26 | n/a | yes |
| ELYSABETH LAURA DALTON | n/a | NEWNAN, GA | CUMMING, GA | 22 | 32 | n/a | yes |
| TERESA ANN EIDSON-HAND | n/a | NEWNAN, GA | ALPHARETTA, GA | 22 | 26 | n/a | yes |
| DIANA LYNN GAUS | n/a | COLUMBUS, GA | NEWNAN, GA | 21 | 38 | n/a | yes |
| STEPHANIE BOWEN HEARD | n/a | NEWNAN, GA | COLUMBUS, GA | 21 | 35 | n/a | yes |
| JOHN MICHAEL WRENN | n/a | NEWNAN, GA | CHAPIN, SC | 21 | 34 | n/a | yes |
| JONATHAN WAYNE DUKE | n/a | BIRMINGHAM, AL | TUSCALOOSA, AL | JASPER, AL | 21 | 41 | n/a | yes |
| MICHAEL DOYLE MURRAY | n/a | BIRMINGHAM, AL | 20 | 40 | n/a | yes |
| BROOKS DAVID ROBINSON | n/a | NEWNAN, GA | LAGRANGE, GA | 20 | 41 | 1 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BROOKS, WILLIAM THOMAS | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2022 | Jan 28, 2026 | Jan 28, 2026 |
| ELEAM, JENNA KELLEY | CHIEF FINANCIAL OFFICER / FINOP INC. PARENT | Na | yes | 11/2025 | Jan 28, 2026 | Jan 28, 2026 |
| GUNDERSON, GENE FREDERICK | DIRECTOR OF COMPLIANCE, TRUST & BROKERAGE | Na | yes | 11/2022 | Jan 28, 2026 | Jan 28, 2026 |
| KIRK, LEAH JEANETTE | CHIEF OPERATIONS OFFICER | Na | yes | 07/2006 | Jan 28, 2026 | Jan 28, 2026 |
| LAW, ROBERT WARD | PRESIDENT - CFG DIVISION | Na | yes | 01/2011 | Jan 28, 2026 | Jan 28, 2026 |
| MCKENZIE, MICHELLE JESSUP | Rop | Na | yes | 12/2020 | Jan 28, 2026 | Jan 28, 2026 |
| SEXTON, GUY LEONARD | EVP/DIRECTOR | Na | yes | 08/1985 | Jan 28, 2026 | Jan 28, 2026 |
| VARNER, ROBERT PARKER | President | Na | yes | 11/2022 | Jan 28, 2026 | Jan 28, 2026 |
| HILL, JAYNE BARRY | DIRECTOR/PRESIDENT OF WEALTH SERVICES | Na | yes | 10/2023 | Oct 30, 2023 | Dec 12, 2024 |
| SYNOVUS FINANCIAL CORP. | SYNOVUS SECURITIES, INC PARENT | E | yes | 08/2001 | Mar 30, 2012 | Dec 12, 2024 |
| KATZ, MARIE | CHIEF FINANCIAL OFFICER/FINANCIAL OPERATIONS PRINCIPAL | Na | no | 11/2023 | Mar 28, 2024 | Dec 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SYNOVUS BANK | n/a | n/a | n/a | N | yes | Ga |
| SYNOVUS TRUST COMPANY N.A. | n/a | n/a | n/a | N | yes | Ga |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Columbus | Ga | United States | 20 | yes |
| Atlanta | Ga | United States | 14 | yes |
| Birmingham | Al | United States | 12 | yes |
| Atlanta | Ga | United States | 11 | yes |
| Columbia | Sc | United States | 7 | yes |
| Huntsville | Al | United States | 6 | yes |
| Alpharetta | Ga | United States | 6 | yes |
| Charleston | Sc | United States | 6 | yes |
| Macon | Ga | United States | 5 | yes |
| FORT LAUDERDALE | FL | United States | 4 | yes |
| Lagrange | Ga | United States | 4 | yes |
| Montgomery | Al | United States | 3 | yes |
| CORAL GABLES | FL | United States | 3 | yes |
| PORT CHARLOTTE | FL | United States | 3 | yes |
| Sarasota | FL | United States | 3 | yes |
| Tampa | FL | United States | 3 | yes |
| WINTER PARK | FL | United States | 3 | yes |
| Columbus | Ga | United States | 3 | yes |
| Rome | Ga | United States | 3 | yes |
| Davie | FL | United States | 2 | yes |
| Pensacola | FL | United States | 2 | yes |
| Athens | Ga | United States | 2 | yes |
| Valdosta | Ga | United States | 2 | yes |
| Sumter | Sc | United States | 2 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 28, 2026 | $8.4B | $5.0B | 280 | 184 | 64 | n/a | n/a |
| 2024 | Mar 31, 2025 | $7.1B | $4.1B | 287 | 183 | 66 | n/a | n/a |
| 2023 | Mar 28, 2024 | $6.2B | $3.8B | 292 | 186 | 84 | n/a | n/a |
| 2022 | Mar 31, 2023 | $5.8B | $3.4B | 298 | 200 | 90 | n/a | n/a |
| 2021 | Mar 31, 2022 | $6.3B | $2.9B | 295 | 211 | 101 | n/a | n/a |
| 2020 | Mar 30, 2021 | $4.8B | $2.2B | 275 | 212 | 75 | n/a | n/a |
| 2019 | Mar 30, 2020 | $3.8B | $1.8B | 268 | 225 | 45 | n/a | n/a |
| 2018 | Mar 28, 2019 | $2.7B | $1.1B | 232 | 182 | 45 | n/a | n/a |
| 2017 | Apr 1, 2018 | $2.6B | $1.1B | 219 | 171 | 65 | n/a | n/a |
| 2016 | Mar 31, 2017 | $2.0B | $937M | 205 | 165 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $1.7B | $804M | 191 | 145 | n/a | n/a | n/a |
| 2014 | Mar 25, 2015 | $1.7B | $822M | 184 | 134 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $1.4B | $732M | 175 | 115 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $1.3B | $622M | 197 | 115 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $1.1B | $557M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 11 | -8 | 6.4% | 1 | 3 | 0 | 12 | 29 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $8.4B | $7.1B | 19.2% | $5.8B | 13.3% | 280 | 287 | 64 | 66 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 2 | Nov 18, 2025 | Nov 17, 2025 | TAMPA, FL | Team lift out | RIA to wirehouse | 1.1% |
| LPL FINANCIAL LLC | 3 | Feb 19, 2025 | Feb 19, 2025 | NEWNAN, GA | Team lift out | RIA to ibd | 1.7% |
| LANIER FINANCIAL GROUP LLC | 2 | Oct 31, 2023 | Oct 19, 2023 | COLUMBUS, GA | Team lift out | RIA to RIA | 1.1% |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2 | Jun 2, 2023 | Jun 2, 2023 | COLUMBUS, GA | Team lift out | RIA to ibd | 1.1% |
| SUNTRUST INVESTMENT SERVICES, INC. | 2 | Sep 27, 2016 | Sep 29, 2016 | COLUMBUS, GA | Team lift out | Other | 2.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BB&T SECURITIES, LLC | 2 | Feb 17, 2021 | Dec 11, 2025 | RICHMOND, VA | Team lift out | Ibd to RIA | 0.2% |
| TRUIST ADVISORY SERVICES, INC. | 3 | Oct 21, 2019 | Oct 28, 2019 | FORT LAUDERDALE, FL | Team lift out | Ibd to ibd | 0.3% |
| TRUIST ADVISORY SERVICES, INC. | 3 | Sep 6, 2019 | Oct 4, 2019 | LAKE MARY, FL | Team lift out | Ibd to ibd | 0.3% |
| TRUIST ADVISORY SERVICES, INC. | 4 | Aug 7, 2019 | Feb 4, 2021 | BRADENTON, FL | Team lift out | Ibd to ibd | 0.4% |
| TRUIST ADVISORY SERVICES, INC. | 7 | Jun 19, 2019 | Jun 24, 2019 | PORT CHARLOTTE, FL | Team lift out | Ibd to ibd | 0.7% |
| TRUIST ADVISORY SERVICES, INC. | 3 | Apr 1, 2019 | Apr 8, 2019 | STUART, FL | Team lift out | Ibd to ibd | 0.3% |
| TRUIST ADVISORY SERVICES, INC. | 4 | Jun 19, 2018 | Jun 22, 2018 | MACON, GA | Team lift out | Ibd to ibd | 0.4% |
| PRUCO SECURITIES, LLC | 2 | Mar 7, 2018 | Mar 5, 2018 | JACKSONVILLE, FL | Team lift out | Other | 0.2% |
| TRUIST ADVISORY SERVICES, INC. | 2 | Oct 19, 2017 | Oct 16, 2017 | ATLANTA, GA | Team lift out | Other | 0.2% |
| SUNTRUST INVESTMENT SERVICES, INC. | 3 | Jun 17, 2016 | Jul 6, 2016 | LAGRANGE, GA | Team lift out | Other | 0.7% |