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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-05-04 |
Branch Locations
101 E. Washington Street Suite 200, Greenville, SC 29602 • United States
233 South Pine Street, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fintrust Capital Advisors, Llc | Greenville | GA | 07/2018 | 04/2021 |
| Ramage Lewis Llc | Greenville | SC | 12/2015 | 07/2018 |
| Fintrust Brokerage Services, Llc | Greenville | SC | 07/2018 | 04/2021 |
| Colonial Trust Advisors | Greenville | SC | 04/2021 | Present |
| Colonial Trust Company | Spartanburg | SC | 04/2021 | Present |
1) Kathryn is also employed by Colonial Trust Company. Both Colonial Trust Advisors, Inc. and Colonial Trust Company are wholly owned subsidiaries of Colonial Group, Inc. Colonial Trust Company is registered with and regulated by the South Carolina Board of Financial Institutions and provides professional fiduciary services including personal trust and estate related services. Kathryn holds the title of Financial Planner at Colonial Trust Company and is involved in the investment management of the firm's business. Approximately 33% of her time is spent on the business of Colonial Trust Company with the remaining 67% being spent on Colonial Trust Advisors, Inc. business. 2) Kathryn is licensed to sell insurance in South Carolina and is entitled to receive commissions or other remuneration on the sale of insurance products. As such, Kathryn will be able to effect insurance transactions and will receive separate, yet customary compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-04 |
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