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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
Branch Locations
25 Bull Street Suite 502, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southstate Bank | Savannah | GA | 06/2007 | 09/2023 |
| Southstate Advisory | Savannah | GA | 09/2023 | Present |
| Private Capital Management | Savannah | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-28 |
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
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