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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-04 |
Branch Locations
200 East Broad Street Suite 100, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South State Bank | Greenville | SC | 02/2014 | 09/2017 |
| South State Bank | Columbia | SC | 09/2017 | 02/2019 |
| South State Bank | Mauldin | SC | 02/2019 | 04/2019 |
| South State Bank | Greenville | SC | 05/2019 | Present |
| Private Capital Management, Llc | Greenville | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-19 |
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