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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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