DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jennifer Ahendt Thompson

Southstate Private Capital Management LLCotherHilton Head Island, ScIA-onlyIAPD 4537271

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Jennifer Jane Ahrendt

At current firm

0 y

since Jan 4, 2026

In the industry

24 y

since Dec 31, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Southstate Private Capital Management LLC other current
since Jan 4, 2026 · Hilton Head Island, Sc
Southstate Advisory, Inc. former
Jan 14, 2025 to Feb 27, 2026 · Hilton Head Island, Sc
Oak Advisors, LLC independent RIA
Oct 17, 2012 to Oct 31, 2017 · Bluffton, Sc
Pruco Securities, LLC no RAUM
Mar 10, 2011 to Oct 18, 2012 · Bluffton, Sc
First Command Financial Planning, Inc. former
Nov 25, 2008 to Dec 22, 2010 · Beaufort, Sc
Boys Arnold & Co. Inc. former
Dec 31, 2001 to Nov 5, 2008 · Asheville, Nc

Moves

a registration end followed by a registration begin elsewhere

Southstate Advisory, Inc. to Southstate Private Capital Management LLC
left Feb 27, 2026, registered Jan 4, 2026 (-54 days) · Other · moved with a team
Oak Advisors, LLC to Southstate Advisory, Inc.
left Oct 31, 2017, registered Jan 14, 2025 (2632 days) · Other
Pruco Securities, LLC to Oak Advisors, LLC
left Oct 18, 2012, registered Oct 17, 2012 (-1 days) · Other
First Command Financial Planning, Inc. to Pruco Securities, LLC
left Dec 22, 2010, registered Mar 10, 2011 (78 days) · Other
Boys Arnold & Co. Inc. to First Command Financial Planning, Inc.
left Nov 5, 2008, registered Nov 25, 2008 (20 days) · Other

Signals

Jennifer Ahendt Thompson left Southstate Advisory, Inc. for Southstate Private Capital Management Llc (registered 2026-01-04)
Feb 27, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Other adviserderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address