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Advisor at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Hilton Head Island, 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 | Jan 4, 2026 | n/a | yes | Hilton Head Island, SC | Current employment |
| SOUTHSTATE ADVISORY, INC. | Former SEC adviser | Jan 14, 2025 | Feb 27, 2026 | no | HILTON HEAD ISLAND, SC | Previous registration |
| OAK ADVISORS, LLC | Independent wealth | Oct 17, 2012 | Oct 31, 2017 | no | BLUFFTON, SC|BLUFFTON, SC | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Mar 10, 2011 | Oct 18, 2012 | no | BLUFFTON, SC|MT. PLEASANT, SC | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Nov 25, 2008 | Dec 22, 2010 | no | BEAUFORT, SC|N. CHARLESTON, SC|BLUFFTON, SC | Previous registration |
| BOYS ARNOLD & CO. INC. | Former SEC adviser | Dec 31, 2001 | Nov 5, 2008 | no | ASHEVILLE, NC|HILTON HEAD ISLAND, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOUTHSTATE ADVISORY, INC. | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | Feb 27, 2026 | Jan 4, 2026 | -54 | Firm change after gap | Other |
| OAK ADVISORS, LLC | SOUTHSTATE ADVISORY, INC. | Oct 31, 2017 | Jan 14, 2025 | 2,632 | Firm change after gap | Other |
| PRUCO SECURITIES, LLC | OAK ADVISORS, LLC | Oct 18, 2012 | Oct 17, 2012 | -1 | Firm change | Other |
| FIRST COMMAND FINANCIAL PLANNING, INC. | PRUCO SECURITIES, LLC | Dec 22, 2010 | Mar 10, 2011 | 78 | Firm change | Other |
| BOYS ARNOLD & CO. INC. | FIRST COMMAND FINANCIAL PLANNING, INC. | Nov 5, 2008 | Nov 25, 2008 | 20 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153113:165306:SC:2026-02-27 | Feb 27, 2026 | Jan 4, 2026 | HILTON HEAD ISLAND, SC | Firm change after gap |