Best Investors Account Sign in
Inactive

Kristen Roach Squires

Family Legacy, Inc.

Greenville, SC

Claim This Profile
Current Employers
Family Legacy, Inc.

900 Pendleton Street Suite 200, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-08-20
  • SC RA
    APPROVED
    Since 2024-08-20

Branch Locations

900 Pendleton Street Suite 200, Greenville, SC 29601 • 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
Southern Community Services Columbia SC 12/2012 12/2019
Community Association Management Services Greenville SC 01/2020 04/2021
Family Legacy, Inc. Greenville SC 05/2021 Present
Family Legacy, Inc. Greenville SC 06/2024 Present
  • 12/2012 → 12/2019
    Southern Community Services
    Columbia, SC
  • 01/2020 → 04/2021
    Community Association Management Services
    Greenville, SC
  • 05/2021 → Present
    Family Legacy, Inc.
    Greenville, SC
  • 06/2024 → Present
    Family Legacy, Inc.
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-19
  • S65 Uniform Investment Adviser Law Examination
    2024-08-19
Other Names
  • Kristen N Roach

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
GOEPPER BURKHARDT LLC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
FIFTH THIRD SECURITIES, INC.

Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

More in Greenville, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor