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Steven F Wickline

Southstate Private Capital Management LLC

Daniel Island, SC

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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 2025-06-24
  • CO RA
    APPROVED
    Since 2025-06-24

Branch Locations

899 Island Park Drive Suite 101, Daniel Island, SC 29492 • 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
Wells Fargo Bank Charleston SC 03/2016 11/2024
Wells Fargo Clearing Services Charleston SC 02/2021 11/2024
Southstate Advisory Charleston SC 11/2024 Present
Wells Fargo Charleston SC 02/2014 11/2024
Private Capital Management, Llc Denver CO 06/2025 Present
  • 03/2016 → 11/2024
    Wells Fargo Bank
    Charleston, SC
  • 02/2021 → 11/2024
    Wells Fargo Clearing Services
    Charleston, SC
  • 11/2024 → Present
    Southstate Advisory
    Charleston, SC
  • 02/2014 → 11/2024
    Wells Fargo
    Charleston, SC
  • 06/2025 → Present
    Private Capital Management, Llc
    Denver, CO
Previous Registrations
  • 2025-01-14 → 2026-02-27
    Southstate Advisory, Inc.
    Daniel Island, SC
  • 2012-06-28 → 2014-02-25
    Amundi Pioneer Institutional Asset Management, Inc.
    Boston, MA
  • 2009-05-22 → 2012-06-27
    Wells Fargo Clearing Services, Llc
    Charlottesville, VA
    Boston, MA
  • 2008-06-03 → 2009-05-22
    Citigroup Global Markets Inc.
    Lynchburg, VA
Other Businesses

CFA Society of South Carolina: Board Member The Formation Project: Board Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-29
  • S66 Uniform Combined State Law Examination
    2008-05-29
Designations
Other Names
  • Steven F Wickline
  • Steven Forrest Wickline

View on SEC IAPD

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Other Offices

CURRAN FINANCIAL PARTNERS, LLC · DANIEL ISLAND, SC
LPL FINANCIAL LLC · DANIEL ISLAND, SC
EAGLES COAST WEALTH MANAGEMENT, LLC · DANIEL ISLAND, SC
INCOME GROWTH ADVISORS, LLC · CHARLESTON, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CHARLESTON, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
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