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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-06 |
Branch Locations
901 East Cary Street Suite 210, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Sterling Bank | Richmond | VA | 02/2014 | 11/2017 |
| South State Bank | Richmond | VA | 11/2017 | 12/2018 |
| South State Advisory | Richmond | VA | 01/2019 | Present |
| Private Capital Management, Llc | Richmond | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-09 |
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