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Inactive

Louis Jacob Porter

Trunorth Advisors

Greenville, SC

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Current Employers
Trunorth Advisors

501 River Street Suite 200, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APP_PEND_IARCE 2026-01-14
NC RA APPROVED 2026-01-07
  • SC RA
    APP_PEND_IARCE
    Since 2026-01-14
  • NC RA
    APPROVED
    Since 2026-01-07

Branch Locations

501 River Street Suite 200, Greenville, SC 29601 • 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
Unemployed Charlotte NC 09/2021 02/2022
Solar Operations Solutions Huntersville NC 02/2021 09/2021
Wells Fargo Charlotte NC 02/2020 02/2021
Wells Fargo St. Louis MO 01/2019 02/2020
The Vanguard Group, Inc. Charlotte NC 02/2022 06/2022
Ultimate Staffing Creve Coeur MO 02/2018 05/2018
Catalyst Management Brentwood MO 06/2017 08/2017
Southern Illinois University Carbondale IL 08/2012 12/2017
Robert Half Brentwood MO 06/2018 01/2019
Strategic Wealth Designers Charlotte NC 06/2022 Present
Resolute Capital /Trunorth Greenville SC 09/2025 Present
  • 09/2021 → 02/2022
    Unemployed
    Charlotte, NC
  • 02/2021 → 09/2021
    Solar Operations Solutions
    Huntersville, NC
  • 02/2020 → 02/2021
    Wells Fargo
    Charlotte, NC
  • 01/2019 → 02/2020
    Wells Fargo
    St. Louis, MO
  • 02/2022 → 06/2022
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2018 → 05/2018
    Ultimate Staffing
    Creve Coeur, MO
  • 06/2017 → 08/2017
    Catalyst Management
    Brentwood, MO
  • 08/2012 → 12/2017
    Southern Illinois University
    Carbondale, IL
  • 06/2018 → 01/2019
    Robert Half
    Brentwood, MO
  • 06/2022 → Present
    Strategic Wealth Designers
    Charlotte, NC
  • 09/2025 → Present
    Resolute Capital /Trunorth
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-15
S63 Uniform Securities Agent State Law Examination 2022-05-04
  • S65 Uniform Investment Adviser Law Examination
    2023-02-15
  • S63 Uniform Securities Agent State Law Examination
    2022-05-04
Other Names
  • Louis Porter

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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