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Joshua David Forkey

Southstate Private Capital Management LLC

Columbia, SC

Richmond, VA

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Current Employers
Southstate Private Capital Management Llc

520 Gervais Street, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-23
TX RA APPROVED 2025-06-23
  • CO RA
    APPROVED
    Since 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-23

Branch Locations

520 Gervais Street, Columbia, SC 29201 • United States

901 East Cary Street Suite 210, Richmond, VA 23219 • 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
Bbtis Charlotte NC 07/2016 04/2020
Bb&T Bank Richmond VA 07/2016 01/2019
Bb&T Securities, Llc Richmond VA 01/2018 04/2020
Bb&T North Chesterfield VA 01/2019 04/2020
Southstate Bank, N.A. Richmond VA 04/2020 Present
Private Capital Management, Llc Denver CO 06/2025 Present
  • 07/2016 → 04/2020
    Bbtis
    Charlotte, NC
  • 07/2016 → 01/2019
    Bb&T Bank
    Richmond, VA
  • 01/2018 → 04/2020
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 04/2020
    Bb&T
    North Chesterfield, VA
  • 04/2020 → Present
    Southstate Bank, N.A.
    Richmond, VA
  • 06/2025 → Present
    Private Capital Management, Llc
    Denver, CO
Previous Registrations
  • 2018-01-02 → 2020-03-30
    Bb&T Securities, Llc
    Charlotte, NC
    Richmond, VA
  • 2016-08-02 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Richmond, VA
    Richmond, VA
  • 2013-11-25 → 2015-11-13
    Truist Investment Services, Inc.
    Richmond, VA
    Richmond, VA
  • 2012-02-14 → 2013-04-01
    Osaic Institutions, Inc.
    Manakin Sabot, VA
    Midlothian, VA
    Manakin Sabot, VA
  • 2005-03-07 → 2011-10-19
    Wells Fargo Clearing Services, Llc
    Goochland, VA
    Richmond, VA
    Goochland, VA
    Richmond, VA
    Glen Allen, VA
    Richmond, VA
    Goochland, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-09
  • S66 Uniform Combined State Law Examination
    2003-10-09
Designations
Other Names
  • Josh Forkey
  • Josh N/A Forkey

View on SEC IAPD

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Other Investors

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BRADLEY K HUMPHRIES
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CHARLES BAYS FLOWERS
SUSAN AMICK MCCANTS
XIMENA ALEXANDRA CHASTAIN
CORINNE SHERIDAN HANNA

Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC

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