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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bca Private Wealth, Inc. | Greenville | SC | 03/2025 | Present |
| Ballentine Capital Advisors, Inc. | Greenville | SC | 04/2024 | 03/2025 |
| Franklin Square | Philadelpia | PA | 11/2012 | 11/2022 |
| Northstar Advisory | Philadelpia | PA | 11/2022 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
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