Joshua R. Greene

PENDLETON STREET ADVISORS

Columbia, SC 29205

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CRD#: 5690935

Professional summary

Joshua Reid Greene, who also goes by Joshua Greene, is a registered financial advisor currently at PENDLETON STREET ADVISORS, LLC located in Columbia, South Carolina.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 4 firms and has passed the Series 63, Series 66, SIE, Series 82TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Greene

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Greater Columbia Community Relations Council. Not investment-related. 930 Richmond Street. Ste 100, Columbia SC 29202. The business is a non-profit organization that serves in an advisory capacity to community leaders and officials to promote harmony among a diverse population. Position is Board Member and Treasurer. The start date is June 19, 2019. The number of hours per month devoted to the activity is approximately 10 with 0 hours per month during trading hours. Duties include monitoring and reporting the financial position of the non-profit to the broader Board. 2) Columbia Museum of Art. Not-investment related. 1515 Main Street. Columbia, SC 29201. The company is an art museum. My position is Finance Committee Member. The start date is November 2, 2023. The approximate number of hours per month is 1.5 hours/ month all during trading hours. My duties include offering financial direction, advice, and oversight of the art museum.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Reid Greene's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 18, 2025 - Present

PENDLETON STREET ADVISORS, LLC

Office #1: 1100 Shirley Street, Columbia, SC 29205

RIA

CRD#: 168040

Columbia, SC

Past

October 13, 2020 - December 17, 2024

CAROLINA FINANCIAL SECURITIES, LLC

CRD#: 41970

BREVARD, NC

Past

July 10, 2020 - December 17, 2024

CAROFIN, LLC

CRD#: 298717

BREVARD, NC

Past

April 9, 2012 - July 9, 2013

MORGAN STANLEY

RIA

CRD#: 149777

AUGUSTA, GA

Past

October 20, 2011 - July 9, 2013

MORGAN STANLEY

CRD#: 149777

AUGUSTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(2/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/1/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/31/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/10/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 82TO

Date: 5/26/2020

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 7

Date: 10/19/2011

General Securities Representative Examination

Current Firm

PENDLETON STREET ADVISORS, LLC

MARANATHA ADVISORS, LLC | PENDLETON STREET ADVISORS, LLC

CRD#: 168040 / SEC#:

North Carolina

Registered Investment Advisory firm - (11/30/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (7/22/2013 Approved)

Texas

Registered Investment Advisory firm - (12/31/2018 Terminated)

Virginia

Registered Investment Advisory firm - (11/30/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1100 Shirley Street, Columbia, SC 29205

Mailing Address

P.o. Box 7426, Columbia, SC 29202

Phone number

(803) 799-1301

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 73,152,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
09/25/2024	Cover Page	Report
10/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua R. Greene

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Reid Greene's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAROLINA FINANCIAL SECURITIES, LLC

CAROFIN, LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/2020

Series 66

Date: 3/31/2012

SIE

Date: 7/10/2020

Series 82TO

Date: 5/26/2020

Series 7

Date: 10/19/2011

Current Firm

PENDLETON STREET ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PENDLETON STREET ADVISORS, LLC

TRUST BUT VERIFY

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