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RIA / WealthAdvisorChartered Financial Analyst18 years in industry

STEVEN F WICKLINE

Advisor at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Daniel Island, SC

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Search this name across graphsid dfx:ria:966e0273-59df-50de-39ba-eaae8715ab11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 3, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 29, 2008
First registration: Jun 3, 2008
Dual registered: no
Other names: STEVEN F WICKLINE|STEVEN FORREST WICKLINE
IAPD individual key: 5457311

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	Other adviser	Jun 24, 2025	n/a	yes	Daniel Island, SC	Current employment
SOUTHSTATE ADVISORY, INC.	Former SEC adviser	Jan 14, 2025	Feb 27, 2026	no	Daniel Island, SC	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Jun 28, 2012	Feb 25, 2014	no	BOSTON, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 22, 2009	Jun 27, 2012	no	CHARLOTTESVILLE, VA\|BOSTON, MA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 3, 2008	May 22, 2009	no	LYNCHBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOUTHSTATE ADVISORY, INC.	SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	Feb 27, 2026	Jun 24, 2025	-248	Firm change after gap	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	SOUTHSTATE ADVISORY, INC.	Feb 25, 2014	Jan 14, 2025	3,976	Firm change after gap	Other
WELLS FARGO ADVISORS	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Jun 27, 2012	Jun 28, 2012	1	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	May 22, 2009	May 22, 2009	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153113:165306:SC:2026-02-27	Feb 27, 2026	Jun 24, 2025	DANIEL ISLAND, SC	Firm change after gap

Relationships

Registered with (5)

→ SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 24, 2025 to presentfactForm ADV
→ SOUTHSTATE ADVISORY, INC.Registered adviserregistration: previous registration
Jan 14, 2025 to Feb 27, 2026factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 28, 2012 to Feb 25, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 22, 2009 to Jun 27, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 3, 2008 to May 22, 2009factForm ADV

Dated events

Occurred
Feb 27, 2026
Advisor changed firm
Steven F Wickline left Southstate Advisory, Inc. for Southstate Private Capital Management Llc (registered 2025-06-24)
Form ADVobserved 6 days ago