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900 Pendleton Street Suite 200, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2004-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Legacy, Inc. | Greenville | SC | 05/1995 | Present |
SERVES AS TRUSTEE FOR TWO PRIVATE FOUNDATIONS, SEVEN TRUSTS, AND PERSONAL REPRESENTATIVE FOR ONE ESTATE. THIS IS AN INVESTMENT RELATED BUSINESS. DUTIES ARE THOSE OF A TRUSTEE. THIS BUSINESS BEGAN IN 1995 AND CONTINUES TO THE PRESENT. APPROXIMATELY 40 PER MONTH ARE DEVOTED TO THIS ACTIVITY, ABOUT 15 ARE DURING TRADING HOURS. THE ADDRESS FOR EACH ENTITY IS P.O. BOX 2545; GREENVILLE, SC 29602. THE NAMES OF THESE ENTITIES FOLLOW; RS CAMPBELL FOUNDATION, BM CAMPBELL FOUNDATION, CAMPBELL CRUT, JC SCHOLL CRUT, ES CAMPBELL CRUT, BM CAMPBELL CRUT, BM CAMPBELL CRUT FOR FURMAN, J&D SULLIVAN CRUT, RS CAMPBELL IRR. TRUST, BM CAMPBELL REV. TRUST, AND THE RS CAMPBELL ESTATE. NON INVESTMENT ACTIVITIES WITH NO TIME DURING TRADING HOURS: BROWN BUILDING CO., LLC 05/2000 - PRESENT, MEMEBER, ABOUT 1/2 HOUR PER MONTH. LEGACY INSURANCE, LLC -- 8/2005 TO PRESENT, MEMBER, ABOUT 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-06 |
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