Joshua David Forkey

Employer firm

Southstate Private Capital Management LLC CRD 165306

$4.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2003-10-09

Designations

• Certified Financial Planner

Other Names

• Josh Forkey
• Josh N/A Forkey