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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-29 |
Branch Locations
Falls Park 606A S Main St, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Greer | SC | 12/2016 | 02/2021 |
| Bbtis | Charlotte | NC | 12/2016 | 02/2021 |
| Bb&T | Greenville | SC | 02/2014 | 12/2016 |
| Bb&T Securities, Llc | Greenville | SC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Greenville | SC | 02/2021 | 10/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2024 |
| The Huntington Investment Company | Columbus | OH | 10/2024 | Present |
| The Huntington National Bank | Greenville | SC | 10/2024 | Present |
NAME: Shana Properties, LLC POSITION: Owner/Member NATURE: Rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5-10 SECURITIES TRADING HOURS: 5-10 START DATE: 4/1/2023 ADDRESS: 312 Carrollton Court, Greer, SC 29650 DESCRIPTION: Owner with my wife. We don't take any distributions from the LLC but it does produce income NAME: YMCA Camp Greenville POSITION:Board Member NATURE: Non profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 8/15/2024 ADDRESS: 4399 YMCA Camp Road, Cleveland, SC 29635 DESCRIPTION: Non profit organization Shane is one the board. He does not provide investment advice, this board position would be permitted as currently disclosed given he understands in the future investment advice would not be allowed. NAME: Safe Harbor, Inc. POSITION: Treasurer and Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 9/1/2022 ADDRESS: 225 South Pleasantburg Drive Greenville, SC 29607 DESCRIPTION: treasury position would just include chairing the finance committee and RR understand he will need to abstain from making investment recommendation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2009-04-15 |
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