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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 10/2023 | 06/2024 |
| Thomasville National Bank Financial Services | Greenville | SC | 05/2023 | 10/2023 |
| Pleasant Eye Care | Mount Pleasant | SC | 05/2022 | 08/2022 |
| First Reality And Appraisals | Cairo | GA | 05/2021 | 08/2021 |
| Glen Arven Country Club | Thomasville | GA | 05/2018 | 08/2020 |
| Wofford College | Spartanburg | SC | 08/2019 | 05/2023 |
| Brookwood Highschool | Thomasville | GA | 08/2014 | 05/2019 |
| Ballentine Capital Advisors, Inc. | Greenville | GA | 08/2024 | Present |
INSURANCE AGENT- INVESTMENT RELATED-GREENVILLE, SC, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
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