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BD

Barry M. Debolt

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CRD#: 63478
BD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barry Myers Debolt, who also goes by Barry Meyers Debolt, was a registered financial professional .

Barry is a previously registered financial professional and started their career in finance in 1974. Barry had worked at 9 firms and has passed the Series 63, SIE, Series 3 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barry Meyers Debolt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 1, 2010 - August 6, 2015

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
ATLANTA, GA
Past

May 7, 2003 - February 22, 2007

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
ATLANTA, GA
Past

May 7, 2003 - December 31, 2010

CREATIVE FINANCIAL GROUP LTD

RIA
CRD#: 105617
ATLANTA, GA
Past

August 1, 2001 - August 6, 2015

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
COLUMBUS, GA
Past

May 11, 1998 - August 1, 2001

ROBERT ANDREW SECURITIES, INC.

BD
CRD#: 44566
ATLANTA, GA
Past

March 6, 1989 - March 26, 1998

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

November 3, 1987 - March 9, 1989

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

March 5, 1985 - October 14, 1987

J.C. BRADFORD & CO.

BD
CRD#: 1287
Past

March 23, 1982 - April 19, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

January 17, 1979 - October 19, 1981

SALOMON BROTHERS INC.

BD
CRD#: 740
Past

April 18, 1974 - January 4, 1979

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SS
SYNOVUS SECURITIES, INC.
CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709

RIA
Registered Investment Advisory firm - SEC (9/1/1983 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/11/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/15/1974
Registered Representative Examination

Current Firm


SS
SYNOVUS SECURITIES, INC.
CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709

RIA
Registered Investment Advisory firm - SEC (9/1/1983 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
33 W 14th Street 3rd Floor, Columbus, GA 31901
Mailing Address
P.o. Box 2628, Columbus, GA 31902-2628
Phone number
(706) 649-2327
Established
Georgia since 06/27/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
287

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CREATIVE FINANCIAL GROUP ADV PART 2A (11/3/2025)

Direct owners and executive officers


NamePositionCRD#
SYNOVUS FINANCIAL CORP.SYNOVUS SECURITIES, INC PARENT
BROOKS, WILLIAM THOMASCHIEF COMPLIANCE OFFICER5028846
ELEAM, JENNA KELLEYCHIEF FINANCIAL OFFICER / FINOP7801582
GUNDERSON, GENE FREDERICKDIRECTOR OF COMPLIANCE, TRUST & BROKERAGE2914172
HILL, JAYNE BARRYDIRECTOR/PRESIDENT OF WEALTH SERVICES7660902
KIRK, LEAH JEANETTECHIEF OPERATIONS OFFICER2217286
LAW, ROBERT WARDPRESIDENT - CFG DIVISION1399885
MCKENZIE, MICHELLE JESSUPROP2475731
SEXTON, GUY LEONARDEVP/DIRECTOR1204541
VARNER, ROBERT PARKERPRESIDENT2192715

Regulatory assets under management


Total Number of Accounts11,990
AUM (Assets Under Management)$ 7,086,116,735

Disclosures


Regulatory Event10
Arbitration2

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/22/2024
Cover Page
10/27/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SYNOVUS SECURITIES, INC.

CRD#: 14023

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