Best Investors Account Sign in
Current Employers
Colonial Trust Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-03-19
  • SC RA
    APPROVED
    Since 2020-03-19

Branch Locations

101 East Washington Street Suite 200, Greenville, SC 29605 • United States

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
Bb&T Securities Greenville SC 08/2017 08/2019
Brown Advisory Chevy Chase MD 09/2012 08/2017
Colonial Trust Advisors, Inc. Greenville SC 12/2019 01/2025
Unemployed Greenville SC 09/2019 11/2019
Colonial Trust Company Spartanburg SC 12/2019 01/2025
Colonial Trust Advisors, Inc. Greenville SC 01/2025 Present
Colonial Trust Company Spartanburg SC 01/2025 Present
  • 08/2017 → 08/2019
    Bb&T Securities
    Greenville, SC
  • 09/2012 → 08/2017
    Brown Advisory
    Chevy Chase, MD
  • 12/2019 → 01/2025
    Greenville, SC
  • 09/2019 → 11/2019
    Unemployed
    Greenville, SC
  • 12/2019 → 01/2025
    Colonial Trust Company
    Spartanburg, SC
  • 01/2025 → Present
    Greenville, SC
  • 01/2025 → Present
    Colonial Trust Company
    Spartanburg, SC
Previous Registrations
  • 2017-11-24 → 2019-09-11
    Bb&T Securities, Llc
    Greenville, SC
Other Businesses

1) Jimmy 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. Jimmy holds the title Director of Research and Portfolio Management at Colonial Trust Company and is involved in the investment management of the firm's business. Approximately 40% of his time is spent on the business of Colonial Trust Company with the remaining 60% being spent on Colonial Trust Advisors, Inc. business. 2) Jimmy 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, Jimmy will be able to effect insurance transactions and will receive separate, yet customary compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-22
  • S66 Uniform Combined State Law Examination
    2017-11-22
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenville, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor