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Matthew Jordan Van Name

Colonial Trust Advisors, Inc.

Spartanburg, SC

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Current Employers
Colonial Trust Advisors, Inc.

233 South Pine Street, Spartanburg, SC 29302 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-23
  • SC RA
    APPROVED
    Since 2025-01-23

Branch Locations

233 South Pine Street, Spartanburg, SC 29302 • 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
Bb&T Retirement & Institutional Services Greenville SC 08/2016 10/2020
Usi Securities Glastonbury CT 11/2020 10/2021
Usi Consulting Group, Inc. Glastonbury CT 11/2020 10/2021
Usi Advisors, Inc. Glastonbury CT 11/2020 10/2021
Truist Greenville SC 10/2021 09/2022
Colonial Trust Advisors, Inc. Greenville SC 09/2022 Present
  • 08/2016 → 10/2020
    Bb&T Retirement & Institutional Services
    Greenville, SC
  • 11/2020 → 10/2021
    Usi Securities
    Glastonbury, CT
  • 11/2020 → 10/2021
    Usi Consulting Group, Inc.
    Glastonbury, CT
  • 11/2020 → 10/2021
    Usi Advisors, Inc.
    Glastonbury, CT
  • 10/2021 → 09/2022
    Truist
    Greenville, SC
  • 09/2022 → Present
    Colonial Trust Advisors, Inc.
    Greenville, SC
Previous Registrations
  • 2020-12-08 → 2021-10-13
    Usi Advisors
    Charlotte, NC
    Glastonbury, CT
  • 2016-08-12 → 2020-10-30
    Bb&T Institutional Investment Advisers, Inc.
    Greenville, SC
  • 2013-06-21 → 2016-08-08
    Kestra Investment Services, Llc
    Greenville, SC
  • 2016-04-20 → 2016-08-08
    Kestra Advisory Services, Llc
    Greenville, SC
  • 2010-09-01 → 2012-08-17
    Securities America Advisors, Inc.
    Greenville, SC
  • 2009-04-16 → 2010-08-16
    Harrisdirect Llc
    Arlington, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-30
S66 Uniform Combined State Law Examination 2009-04-09
  • S63 Uniform Securities Agent State Law Examination
    2021-04-30
  • S66 Uniform Combined State Law Examination
    2009-04-09
Designations

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.

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Cullen Turner Coxe
Brittany Chester Bynum
Joseph P. Anderson
BARRY DEAN WYNN

Other Offices

NEWEDGE ADVISORS · Spartanburg, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SPARTANBURG, SC
FIRST CITIZENS INVESTOR SERVICES, INC. · Spartanburg, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
CETERA INVESTMENT ADVISERS LLC · SPARTANBURG, SC
LPL ENTERPRISE, LLC · SPARTANBURG, SC
EDWARD JONES · SPARTANBURG, SC

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