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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
| AZ | RA | APPROVED | 2025-09-19 |
| LA | RA | APPROVED | 2025-09-19 |
| NM | RA | APPROVED | 2025-09-16 |
| CA | RA | APPROVED | 2025-09-15 |
| IL | RA | APPROVED | 2025-09-15 |
| CO | RA | APPROVED | 2020-10-20 |
| TX | RA | APPROVED | 2020-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Milestone Group Dba Bokf Private Wealth | Denver | CO | 11/2016 | 10/2020 |
| Private Capital Management, Llc | Denver | CO | 10/2020 | 09/2024 |
| Private Capital Management, Llc | Denver | CO | 09/2024 | 01/2026 |
| Southstate Private Capital Management, Llc | Denver | CO | 01/2026 | Present |
Director, Bradburn Townhomes HOA. Not investment related. 9250 W. 5th Ave., Lakewood, CO 80226. Homeowners' association board member, duties include management company oversight and annual association planning. Start date: May 2016. 10 hours per month total, and 2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
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