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Current Employers
Southstate Private Capital Management Llc

520 Gervais Street, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-21
SC RA APPROVED 2026-01-04
  • GA RA
    APPROVED
    Since 2026-08-21
  • SC RA
    APPROVED
    Since 2026-01-04

Branch Locations

520 Gervais Street, Columbia, SC 29201 • United States

400 Interstate N Pkwy #1200, Atlanta, GA 30339 • 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
Southstate Advisory Columbia SC 06/2025 01/2026
Georgia Southern University Statesboro GA 08/2024 05/2025
Southstate Advisory Savannah GA 05/2024 07/2024
Georgia Southern University Statesboro GA 01/2024 04/2024
Costco Peachtree City GA 12/2023 12/2023
Georgia Southern University Statesboro GA 08/2022 11/2023
Prime Financial Services Fayetteville GA 05/2022 07/2022
Georgia Southern University Statesboro GA 08/2021 04/2022
Chick-Fil-A Fayetteville GA 03/2020 07/2021
Fayette County Schools Fayette GA 01/2015 05/2021
Southstate Private Capital Management Llc Columbia SC 01/2026 Present
  • 06/2025 → 01/2026
    Southstate Advisory
    Columbia, SC
  • 08/2024 → 05/2025
    Georgia Southern University
    Statesboro, GA
  • 05/2024 → 07/2024
    Southstate Advisory
    Savannah, GA
  • 01/2024 → 04/2024
    Georgia Southern University
    Statesboro, GA
  • 12/2023 → 12/2023
    Costco
    Peachtree City, GA
  • 08/2022 → 11/2023
    Georgia Southern University
    Statesboro, GA
  • 05/2022 → 07/2022
    Prime Financial Services
    Fayetteville, GA
  • 08/2021 → 04/2022
    Georgia Southern University
    Statesboro, GA
  • 03/2020 → 07/2021
    Chick-Fil-A
    Fayetteville, GA
  • 01/2015 → 05/2021
    Fayette County Schools
    Fayette, GA
  • 01/2026 → Present
    Columbia, SC
Previous Registrations
  • 2025-10-08 → 2026-02-27
    Southstate Advisory, Inc.
    Columbia, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02

View on SEC IAPD

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