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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-21 |
| SC | RA | APPROVED | 2026-01-04 |
Branch Locations
520 Gervais Street, Columbia, SC 29201 • United States
400 Interstate N Pkwy #1200, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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