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.

Advisor moves

Departures from Southstate Advisory, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Robert Bolling FauntleroySouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 6, 2026
Robin Smith RosemanSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 23, 2026
William Lewis BarlowSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 6, 2026
Joseph Terence KeatingSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
William Harold BeecherSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Brian Alan BarkerSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Jennifer Ahendt ThompsonSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Jon Peter AhrensSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Sara Averette JohnsonSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 6, 2026
Rebecca Leigh PageSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC otherOtherFeb 27, 2026Mar 17, 2026
Martin Cadenhead McwilliamsSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Steven F WicklineSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jun 24, 2025
David Murray KirkpatrickSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Matthew Conner DaySouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Kyle Brooks DwyerSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jun 24, 2025
Marion Franklin SandersSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Ethan EarlSouthstate Advisory, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherFeb 27, 2026Jan 4, 2026
Richard Joseph LindenSouthstate Advisory, Inc. otherCcm Investment Advisers, LLC independent RIAOtherAug 6, 2024Jul 26, 2024
Bradley K HumphriesSouthstate Advisory, Inc. otherApollon Wealth Management, LLC independent RIAOtherMay 8, 2023Jan 15, 2025 (618 d)
Frederick Kendall DutcherSouthstate Advisory, Inc. otherOsaic Wealth, Inc. BD affiliatedOtherAug 6, 2021Jul 30, 2021
Mark Irvin AllenSouthstate Advisory, Inc. institutionalBull Street Advisors no RAUMOtherApr 29, 2019Jun 1, 2019 (33 d)
Robert Joseph SeidelSouthstate Advisory, Inc. otherEmpower Advisory Group, LLC otherOtherJul 20, 2015Feb 23, 2016 (218 d)
Scott SoenenSouthstate Advisory, Inc. no RAUMBb&T Investment Services, Inc. no RAUMOtherSep 8, 2010Sep 15, 2010
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23 moves match.