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Advisor at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Dallas, TX | COLUMBIA, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | Other adviser | May 27, 2026 | n/a | yes | COLUMBIA, SC|Dallas, TX | Current employment |
| WESCOTT FINANCIAL ADVISORY GROUP LLC | Independent wealth | Sep 30, 2014 | Jul 14, 2016 | no | PHILADELPHIA, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 11, 2014 | Aug 4, 2014 | no | PENNINGTON, NJ|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESCOTT FINANCIAL ADVISORY GROUP LLC | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | Jul 14, 2016 | May 27, 2026 | 3,604 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WESCOTT FINANCIAL ADVISORY GROUP LLC | Aug 4, 2014 | Sep 30, 2014 | 57 | Firm change | Other |