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Current Employers
Southstate Private Capital Management Llc

520 Gervais Street, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-04
  • SC RA
    APPROVED
    Since 2026-01-04

Branch Locations

2440 Mall Drive, Charleston, SC 29406 • 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
First Southeast 401(K) Fiduciaries, Inc. Charleston SC 04/2010 Present
American Pensions Charleston SC 07/2009 Present
Private Capital Management, Llc Charleston SC 01/2026 Present
  • 04/2010 → Present
    First Southeast 401(K) Fiduciaries, Inc.
    Charleston, SC
  • 07/2009 → Present
    American Pensions
    Charleston, SC
  • 01/2026 → Present
    Private Capital Management, Llc
    Charleston, SC
Previous Registrations
  • 2010-05-03 → 2026-02-27
    Southstate Advisory, Inc.
    Columbia, SC
    Charleston, SC
  • 2006-05-16 → 2009-08-20
    American Pensions, Inc.
    Mount Pleasant, SC
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-15
S63 Uniform Securities Agent State Law Examination 2003-12-19
  • S65 Uniform Investment Adviser Law Examination
    2006-05-15
  • S63 Uniform Securities Agent State Law Examination
    2003-12-19

View on SEC IAPD

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