Chad Finch

34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-06-17

Branch Locations

255 E Stone Avenue, Greenville, SC 29609 • United States

1600 Augusta Road, Greenville, SC 29605 • United States

3556 Pelham Road, Greenville, SC 29615 • United States

1510 Woodruff Road, Greenville, SC 29607 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	02/2020	03/2022
Tiaa	Chalotte	NC	02/2020	Present
Fedex	Spartanburg	SC	12/2019	01/2020
United Community Bank	Greenville	SC	10/2019	12/2019
2 College Brothers	Gainesville	FL	10/2016	07/2019
University Of Florida	Gainesville	FL	08/2015	08/2019
Unemployed	Inman	SC	08/2019	09/2019
Usha	Greenville	SC	04/2022	07/2023
Fifth Third Bank	Greenville	SC	07/2023	Present
Fifth Third Securities	Greenville	SC	07/2023	Present

02/2020 → 03/2022

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
02/2020 → Present

Tiaa

Chalotte, NC
12/2019 → 01/2020

Fedex

Spartanburg, SC
10/2019 → 12/2019

United Community Bank

Greenville, SC
10/2016 → 07/2019

2 College Brothers

Gainesville, FL
08/2015 → 08/2019

University Of Florida

Gainesville, FL
08/2019 → 09/2019

Unemployed

Inman, SC
04/2022 → 07/2023

Usha

Greenville, SC
07/2023 → Present

Fifth Third Bank

Greenville, SC
07/2023 → Present

Fifth Third Securities

Greenville, SC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-16
S63	Uniform Securities Agent State Law Examination	2020-05-08

Other Firms