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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 | 07/1996 | 01/2023 |
| Colonial Trust Company | Spartanburg | SC | 07/1989 | 01/2023 |
| Colonial Trust Advisors, Inc. | Spartanburg | SC | 01/2023 | Present |
| Colonial Trust Company | Spartanburg | SC | 01/2023 | Present |
WALLY BARRE 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. WALLY BARRE JOINED COLONIAL TRUST COMPANY IN 1989 PRIOR TO THE FORMATION OF COLONIAL Trust Advisors, Inc. IN 1996. HE HOLDS THE TITLE OF EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER , AND SENIOR TRUST OFFICER OF COLONIAL TRUST COMPANY AND IS INVOLVED IN THE INVESTMENT MANAGEMENT, FIDUCIARY DECISION MAKING, ADMINISTRATIVE OVERSIGHT, AND COMPLIANCE OF THE FIRM'S BUSINESS. APPROXIMATELY 35% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINING 65% BEING SPENT ON COLONIAL Trust Advisors, Inc. BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-20 |
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