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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-12-16 |
Branch Locations
233 South Pine Street, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Spartanburg | SC | 08/2014 | 01/2019 |
| Bb&T Investment Services, Inc. | Spartanburg | SC | 08/2014 | 11/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 11/2021 |
| Bb&T | Spartanburg | SC | 01/2019 | 11/2021 |
| Truist Investment Services, Inc. | Spartanburg | SC | 02/2021 | 11/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 11/2021 |
| Colonial Trust Company | Spartanburg | SC | 11/2021 | Present |
| Colonial Trust Advisors | Spartanburg | SC | 11/2021 | Present |
Charles is also employed by Colonial Trust Company. Both institutions are wholly owned subsidiaries of Colonial Group, Inc. Colonial Trust Company is registered with and regulated by the South Carolina Board of Financial Institutions and provides professional fiduciary services including personal trust and estate related services. The company shares offices with Colonial Trust Advisors, Inc. at 6 Calendar Ct, Suite 1, Columbia, SC 259206. Charles joined Colonial Trust Company simultaneously with his joining Colonial Trust Advisors, Inc. in November 2021. He holds the title of Vice President - Financial Advisor & Trust Officer and is involved in the investment management and fiduciary decision making of the firm's business. Approximately 65% of his time is spent on the business of Colonial Trust Advisors, Inc. with the remaining 35% being spent on the business of Colonial Trust Company. .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-27 |
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