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425 Main Street Suite 100, Greenwood, SC 29646-2741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-01 |
Branch Locations
425 Main Street Suite 100, Greenwood, SC 29646-2741 • United States
201 W Mcbee Ave Suite 300, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 05/2015 | 03/2019 |
| Tel Alt, Llc | Greer | SC | 02/2010 | Present |
| Bank Of America, N.A. | Greenville | SC | 10/2015 | 03/2019 |
| Charles Schwab & Co., Inc. | Greenville | SC | 05/2019 | 03/2023 |
| Charles Schwab Bank, Ssb | Greenville | SC | 05/2019 | 03/2023 |
| Ballentine Capital Advisors, Inc. | Greenville | SC | 03/2023 | 10/2024 |
| Greenwood Capital Associates, Llc | Greenwood | SC | 11/2024 | Present |
1) Tel Alt, LLC; Not investment related; Greer, SC; Computer/IT Services - Owner; Start 02/05/2010; Less than 20 hours/month - 0 during trading hours; Started in 2010 for contractor purposes. Receiving compensation for services installed at client sites between 2010-2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-19 |
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