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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-02-10 |
Branch Locations
101 East Washington Street Suite 200, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Colonial Trust Advisors, Inc. | Greenville | SC | 11/2022 | Present |
| Wells Fargo | Charlotte | NC | 07/2017 | 10/2022 |
| Clemson University | Clemson | SC | 09/2013 | 12/2016 |
| Clemson University | Clemson | SC | 07/2013 | 12/2016 |
| Unemployed | Greenville | SC | 01/2017 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
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