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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-25 |
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 |
|---|---|---|---|---|
| Colonial Trust Company | Spartanburg | SC | 08/2001 | 01/2023 |
| Colonial Trust Advisors, Inc. | Spartanburg | SC | 09/2005 | Present |
| Colonial Trust Advisors, Inc. | Spartanburg | SC | 01/2023 | Present |
| Colonial Trust Advisors, Inc. | Spartanburg | SC | 09/2005 | 01/2023 |
| Colonial Trust Company | Spartanburg | SC | 01/2023 | Present |
1) BERT BARRE IS ALSO EMPLOYED BY COLONIAL TRUST COMPANY. BOTH INSTITUTIONS ARE WHOLLY OWNED SUBSIDIARIES OF COLONIAL GROUP, INC. COLONIAL TRUST IS REGULATED BY THE SC BOARD OF FINANCIAL INSTITUTIONS AND PROVIDES CORPORATE FIDUCIARY SERVICES INCLUDING PROFESSIONAL TRUST AND ESTATE RELATED SERVICES. THE COMPANIES SHARES OFFICES AT 233 SOUTH PINE STREET, SPARTANBURG, SC 29302. BERT BARRE JOINED COLONIAL TRUST SIMULTANEOUSLY WITH HIS JOINING COLONIAL Trust Advisors, Inc. IN AUGUST OF 2001. HE HOLDS THE TITLE OF CHAIRMAN, PRESIDENT, CHIEF OPERATING OFFICER, AND SENIOR TRUST OFFICER OF COLONIAL TRUST COMPANY AND IS INVOLVED IN THE INVESTMENT MANAGEMENT, FIDUCIARY DECISION MAKING, ADMINISTRATIVE OVERSIGHT, AND COMPLIANCE OF THE FIRM'S BUSINESS. APPROXIMATELY 65% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINING 35% BEING SPENT ON COLONIAL TRUST ADVISORS, INC. BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-12 |
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