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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-23 |
Branch Locations
899 Island Park Dr. Suite 101, Daniel Island, SC 29401 • United States
520 Gervais Street, Columbia, SC 29201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Securities Corp | Columbia | SC | 08/2013 | 01/2021 |
| First Citizens Investor Services, Inc. | Columbia | SC | 01/2016 | 01/2021 |
| Synovus Trust Company, N.A. | Charleston | SC | 02/2021 | 05/2026 |
| Synovus Securities, Inc. | Charleston | SC | 02/2022 | 05/2026 |
| Southstate Private Capital Management Llc | Daniel Island | SC | 05/2026 | Present |
EDISTO ISLAND OPEN LAND TRUST | START DATE: 3/1/2022 | 547 HIGHWAY 174, SUITE 7-G, POB 1, EDISTO ISLAND, SC 29438 | LAND PRESERVATION | TREASURER | 1 HR/MO, 0 HRS DURING TRADING | NOT INVESTMENT RELATED | NO COPENSATION | I AM TREASURER FOR THE EDISTO ISLAND OPEN LAND TRUST. THIS INVOLVES REVIEWING THEIR P&L AND ANNUAL BUDGET AND MAKING REPORTS TO THE BOARD ON THE FINANCES OF THE LAND TRUST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-08 |
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