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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-10-20 |
Branch Locations
6 Calendar Court Suite 1, Columbia, SC 29206 • United States
233 South Pine Street, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Columbia | SC | 10/2012 | 10/2020 |
| Janney Montgomery Scott Llc | Columbia | SC | 10/2020 | 10/2021 |
| Colonial Trust Company | Columbia | SC | 10/2021 | Present |
| Colonial Trust Advisors, Inc. | Columbia | SC | 10/2021 | Present |
1) Henry is also employed by Colonial Trust Company. Both Colonial Trust Advisors, Inc. and Colonial Trust Company 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. Henry holds the title of Financial Advisor at Colonial Trust Company and is involved in the investment management of the firm's business. Approximately 50% of his time is spent on the business of Colonial Trust Company with the remaining 50% being spent on Colonial Trust Advisors, Inc. business. 2) Henry is licensed to sell insurance in South Carolina and Florida and is entitled to receive commissions or other remuneration on the sale of insurance products. As such, Henry will be able to effect insurance transactions and will receive separate, yet customary compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-25 |
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