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William Townson Grasty

The Fiduciary Alliance

Charlotte, NC

Greenville, SC

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Current Employers
The Fiduciary Alliance

135 S Main St Suite 600, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-28
  • NC RA
    APPROVED
    Since 2024-08-28

Branch Locations

532 Governor Morrison St Suite 200, Charlotte, NC 28211 • United States

135 S Main St Suite 600, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lakeview Capital Partners / Bison Wealth, Llc Atlanta GA 08/2013 08/2024
The Fiduciary Alliance Greenville SC 08/2024 Present
  • 08/2013 → 08/2024
    Lakeview Capital Partners / Bison Wealth, Llc
    Atlanta, GA
  • 08/2024 → Present
    The Fiduciary Alliance
    Greenville, SC
Previous Registrations
  • 2013-09-04 → 2024-08-29
    Bison Wealth, Llc
    Atlanta, GA
    Charlotte, NC
    Atlanta, GA
    Charlotte, NC
  • 2009-06-30 → 2013-10-01
    Kingfisher Capital, Llc
    Charlotte, NC
  • 2007-01-03 → 2009-06-30
    Wealthtrust Advisors
    Charlotte, NC
  • 2005-08-25 → 2007-01-03
    Wealthtrust Advisors
    Charlotte, NC
Other Businesses

2/2017 Independent Licensed insurance Agent; Investment Related; Charlotte NC ; Life Accident & Health or Sickness

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-23
S63 Uniform Securities Agent State Law Examination 1999-04-22
  • S65 Uniform Investment Adviser Law Examination
    2005-08-23
  • S63 Uniform Securities Agent State Law Examination
    1999-04-22

View on SEC IAPD

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