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William Lewis Barlow

Southstate Private Capital Management LLC

Atlanta, GA

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Current Employers
Southstate Private Capital Management Llc

520 Gervais Street, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-06
  • GA RA
    APPROVED
    Since 2026-01-06

Branch Locations

3475 Piedmont Road Ne Suite 1900, Atlanta, GA 30305 • 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
Placemark Investments, Inc. Wellesley MD 05/2006 Present
Private Capital Management, Llc Atlanta GA 01/2026 Present
Southstate Advisory Atlanta GA 09/2024 Present
  • 05/2006 → Present
    Placemark Investments, Inc.
    Wellesley, MD
  • 01/2026 → Present
    Private Capital Management, Llc
    Atlanta, GA
  • 09/2024 → Present
    Southstate Advisory
    Atlanta, GA
Previous Registrations
  • 2025-01-15 → 2026-02-27
    Southstate Advisory, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2006-07-17 → 2008-02-19
    Placemark Investments, Inc.
    Wellesley, MA
    Addison, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-06
S66 Uniform Combined State Law Examination 2006-07-12
S63 Uniform Securities Agent State Law Examination 1996-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-01-06
  • S66 Uniform Combined State Law Examination
    2006-07-12
  • S63 Uniform Securities Agent State Law Examination
    1996-12-19
Other Names
  • Will Lewis Barlow
  • Will Barlow
  • William Lewis Barlow

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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