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Advisor at LANIER FINANCIAL GROUP LLC
ATHENS, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LANIER FINANCIAL GROUP LLC | Independent wealth | Oct 18, 2023 | n/a | yes | ATHENS, GA | Current employment |
| SYNOVUS SECURITIES, INC. | Bd affiliated wealth | Sep 14, 2001 | Oct 31, 2023 | no | COLUMBUS, GA|ATHENS, GA|ATHENS, GA|COLUMBUS, GA|COLUMBUS, GA|ATLANTA, GA|COLUMBUS, GA|NEWNAN, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SYNOVUS SECURITIES, INC. | LANIER FINANCIAL GROUP LLC | Oct 31, 2023 | Oct 18, 2023 | -13 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 14023:152945:GA:2023-10-31 | Oct 31, 2023 | Oct 18, 2023 | NEWNAN, GA | Firm change |