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233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-20 |
Branch Locations
101 E. Washington Street Suite 200, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 04/2023 | 03/2026 |
| Highland Park High School | Dallas | TX | 08/2013 | 05/2017 |
| Northmarq | Dallas | TX | 06/2021 | 08/2021 |
| Southern Methodist University | Dallas | TX | 06/2017 | 12/2022 |
| Unemployed | Dallas | TX | 12/2022 | 04/2023 |
| Colonial Trust Advisors, Inc. | Greenville | SC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
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