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

Branch Locations

25 Bull Street, Suite 502, Savannah, GA 31401 • 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
South State Advisory Savannah GA 07/2019 Present
Spruce Investment Advisors Stamford CT 04/2014 06/2019
Private Capital Management, Llc Denver CO 06/2025 Present
  • 07/2019 → Present
    South State Advisory
    Savannah, GA
  • 04/2014 → 06/2019
    Spruce Investment Advisors
    Stamford, CT
  • 06/2025 → Present
    Private Capital Management, Llc
    Denver, CO
Previous Registrations
  • 2019-07-16 → 2026-02-27
    Southstate Advisory, Inc.
    Savannah, GA
Designations

View on SEC IAPD

More in Savannah, GA

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