DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COLONIAL TRUST ADVISORS, INC.
Greenville, SC | SPARTANBURG, 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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COLONIAL TRUST ADVISORS, INC. | Independent wealth | Jun 19, 2025 | n/a | yes | SPARTANBURG, SC|Greenville, SC | Current employment |
| FINTRUST CAPITAL ADVISORS, LLC | Former SEC adviser | Mar 23, 2018 | Oct 15, 2024 | no | Greenville, SC | Previous registration |
| FINTRUST INVESTMENT ADVISORY SERVICES, LLC | Former SEC adviser | Nov 17, 2016 | Mar 28, 2018 | no | GREENVILLE, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 23, 2014 | Nov 11, 2016 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS, LLC | COLONIAL TRUST ADVISORS, INC. | Oct 15, 2024 | Jun 19, 2025 | 247 | Firm change | RIA to RIA |
| FINTRUST INVESTMENT ADVISORY SERVICES, LLC | FINTRUST CAPITAL ADVISORS, LLC | Mar 28, 2018 | Mar 23, 2018 | -5 | Firm change | Other |
| WELLS FARGO ADVISORS | FINTRUST INVESTMENT ADVISORY SERVICES, LLC | Nov 11, 2016 | Nov 17, 2016 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 139887:145460:SC:2018-03-28 | Mar 28, 2018 | Mar 23, 2018 | GREENVILLE, SC | Firm change |