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10 Toy Street Suite 200, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-05-27 |
| TX | RA | APPROVED | 2016-05-27 |
Branch Locations
10 Toy Street Suite 200, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Victor Wealth Advisors, Llc | Greenville | SC | 05/2016 | Present |
| Fv Family Services, Llc | Greenville | SC | 04/2023 | Present |
1) Condo rental-Not investment related-927 S. Main St, Unit 307, Greenville, SC 29601-Rental-Owner-6/2009-2 hrs/mth-0 during trading hrs-Condo rental. 2) FV Family Services, LLC - Investment Related - Address: 10 Toy Street, Suite 200, Greenville, SC 29601 - Nature: Family Office and Outsourced CFO Services - Position/Title: Member - Start Date: 04/01/2023 - hrs/mth: < 5hrs - hrs/mth during Securities Trading hrs: < 5hrs - Duties: Reviewing financials, guiding strategic decisions, and developing deliverables and services for future offerings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-30 |
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-01 |
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