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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
30 Town Square Blvd Suite 200, Asheville, NC 28803 • United States
520 Gervais Street, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southstate Bank, N.A. | Asheville | NC | 12/2009 | Present |
| Private Capital Management, Llc | Denver | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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