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Sarah Beth Shalala

Colonial Trust Advisors, Inc.

Spartanburg, SC

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Current Employers
Colonial Trust Advisors, Inc.

233 South Pine Street, Spartanburg, SC 29302 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-02-06
  • SC RA
    APPROVED
    Since 2025-02-06

Branch Locations

233 South Pine Street, Spartanburg, SC 29302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cracker Barrel Fairlawn OH 01/2013 11/2017
Valmark Financial Group Akron OH 05/2017 08/2017
Bob Jones University Greenville SC 08/2016 05/2018
Valmark Financial Goup Akron OH 05/2018 12/2018
Przedszkole Genesis Jaworzno 01/2019 10/2019
Sikich Capital Management Llc Akron OH 11/2019 09/2021
Wealth Management Advisors Greenville SC 10/2021 10/2022
Resolute Capital, Llc Greenville SC 12/2022 09/2024
Colonial Trust Advisors, Inc. Spartanburg SC 10/2024 Present
  • 01/2013 → 11/2017
    Cracker Barrel
    Fairlawn, OH
  • 05/2017 → 08/2017
    Valmark Financial Group
    Akron, OH
  • 08/2016 → 05/2018
    Bob Jones University
    Greenville, SC
  • 05/2018 → 12/2018
    Valmark Financial Goup
    Akron, OH
  • 01/2019 → 10/2019
    Przedszkole Genesis
    Jaworzno
  • 11/2019 → 09/2021
    Sikich Capital Management Llc
    Akron, OH
  • 10/2021 → 10/2022
    Wealth Management Advisors
    Greenville, SC
  • 12/2022 → 09/2024
    Resolute Capital, Llc
    Greenville, SC
  • 10/2024 → Present
    Colonial Trust Advisors, Inc.
    Spartanburg, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24

View on SEC IAPD

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Other Offices

NEWEDGE ADVISORS · Spartanburg, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SPARTANBURG, SC
FIRST CITIZENS INVESTOR SERVICES, INC. · Spartanburg, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
CETERA INVESTMENT ADVISERS LLC · SPARTANBURG, SC
LPL ENTERPRISE, LLC · SPARTANBURG, SC
EDWARD JONES · SPARTANBURG, SC

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