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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-17 |
Branch Locations
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. | Spartanburg | SC | 01/1996 | 01/2023 |
| Colonial Trust Company | Spartanburg | SC | 06/1991 | 01/2023 |
| Colonial Trust Advisors, Inc. | Spartanburg | SC | 01/2023 | Present |
| Colonial Trust Company | Spartanburg | SC | 01/2023 | Present |
BARRY WYNN IS ALSO EMPLOYED BY COLONIAL TRUST COMPANY. BOTH INSTITUTIONS ARE WHOLLY OWNED SUBSIDIARIES OF COLONIAL GROUP, INC. COLONIAL TRUST COMPANY IS REGISTERED WITH AND REGULATED BY THE SC BOARD OF FINANCIAL INSTITUTIONS AND PROVIDES CORPORATE FIDUCIARY SERVICES INCLUDING PROFESSIONAL TRUST AND ESTATE RELATED SERVICES. THE COMPANY SHARES OFFICES WITH COLONIAL Trust Advisors, Inc. AT 101 EAST WASHINGTON STREET, GREENVILLE, SC 29302. BARRY WYNN JOINED COLONIAL TRUST COMPANY IN 1992 PRIOR TO THE FORMATION OF COLONIAL ASSET MANAGEMENT IN 1996. HE HOLDS THE TITLE OF EXECUTIVE VICE PRESIDENT OF COLONIAL TRUST COMPANY AND IS INVOLVED IN THE INVESTMENT MANAGEMENT, FIDUCIARY DECISION MAKING, ADMINISTRATIVE OVERSIGHT, AND COMPLIANCE OF THE FIRM'S BUSINESS. APPROXIMATELY 25% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINDING 75% BEING SPENT ON COLONIAL Trust Advisors, Inc. BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-22 |
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