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CRD 315846
GREENVILLE, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES ALAN STUDER | n/a | GREENVILLE, SC | LEBANON, OH | 2 | 21 | 1 | no |
| BROOKS EUGENE STAHLNECKER | n/a | GREENVILLE, SC | MILTON, PA | 2 | 29 | 10 | no |
| Joseph W Petry | n/a | LATHAM, NY | GREENVILLE, SC | 2 | 18 | 1 | yes |
| Jason Lee Young | n/a | GREENVILLE, SC | PORT ST. LUCIE, FL | 2 | 13 | 1 | no |
| ORLANDO ISMAEL LUNA | n/a | GREENVILLE, SC | BURLESON, TX | 2 | 15 | 2 | no |
| William Joseph Joslyn | n/a | LATHAM, NY | GREENVILLE, SC | 2 | 11 | 1 | no |
| RENEE LYNN CUCHETTI | n/a | GREENVILLE, SC | BIRMINGHAM, AL | 1 | 36 | 3 | no |
| DAVID WAYNE FICARRA | n/a | STERLING HEIGHTS, MI | GREENVILLE, SC | 1 | 35 | 3 | no |
| BRYAN R BYRD | n/a | GREENVILLE, SC | ALBUQUERQUE, NM | 1 | 16 | 3 | no |
| Ernest Paul Rispoli | n/a | GREENVILLE, SC | TAPPAN, NY | 1 | 10 | 2 | no |
| GEORGE WESLEY JOHNSON | n/a | TROY, MI | GREENVILLE, SC | 1 | 24 | 3 | no |
| Bart Francis DiChiaro | n/a | TARRYTOWN, NY | GREENVILLE, SC | 1 | 30 | 4 | no |
| MARC STEPHEN BECKER | n/a | GREENVILLE, SC | DURHAM, NC | 1 | 25 | 5 | no |
| RODNEY AU YEUNG | n/a | GREENVILLE, SC | LOS ANGELES, CA | 1 | 26 | 3 | no |
| ELIZABETH HUTTON MILARDO | n/a | GREENVILLE, SC | Stuart, FL | 1 | 21 | 4 | no |
| KEVIN JAMES SMITH | n/a | GREENVILLE, SC | HIXSON, TN | 0 | 18 | 4 | no |
| JAMES GARFIELD STUDER | n/a | GREENVILLE, SC | CANYON LAKE, TX | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BALLENTINE, JAMES, BRYAN KEITH | MANAGING PRINCIPAL | E | yes | 06/2021 | Jul 9, 2021 | Nov 18, 2024 |
| Colancecco, Anthony, R | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2024 | Feb 15, 2024 | Nov 18, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BALLENTINE CAPITAL ADVISORS, INC. | n/a | Independent wealth | $317M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Latham | NY | United States | 2 | no |
| LOS ANGELES | CA | United States | 1 | no |
| PORT LUCIE | FL | United States | 1 | no |
| Birmingham | Mi | United States | 1 | no |
| Troy | Mi | United States | 1 | no |
| Albuquerque | Nj | United States | 1 | no |
| Tappan | NY | United States | 1 | no |
| Lebanon | Oh | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 19, 2026 | $747M | $742M | 18 | 18 | 12 | n/a | n/a |
| 2024 | Feb 10, 2025 | $316M | $316M | 14 | 14 | 11 | n/a | n/a |
| 2023 | Feb 15, 2024 | $93.0M | $93.0M | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 22, 2023 | $0 | $0 | 2 | 1 | 0 | n/a | n/a |
| 2021 | Mar 7, 2022 | $0 | $0 | 2 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 16 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $747M | $316M | 136.1% | $0 | n/a | 18 | 14 | 12 | 11 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CPR INVESTMENTS INC | 4 | Oct 24, 2024 | Jan 1, 2025 | ROCHESTER, MI | Team lift out | RIA to RIA | 13.8% |