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 Private Capital Management LLC

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
Sara Averette JohnsonSouthstate Private Capital Management LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 26, 2026Aug 24, 2026 (151 d)
David Jonathan DouglasSouthstate Private Capital Management LLC independent RIALido independent RIARIA to RIAAug 11, 2025Aug 12, 2025
Kevin B McculleySouthstate Private Capital Management LLC independent RIAIndivisible Partners independent RIARIA to RIAJun 20, 2025Jun 16, 2025
Gary Andrew WagnerSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 17, 2025Sep 2, 2026 (442 d)
Rachel Marie McguireSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 17, 2025Jun 13, 2025
Amy Lynn WarrenderSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 17, 2025Jun 17, 2025
Collin James SchmidtSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 16, 2025Jun 9, 2025
Meghan Donna IdeSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 16, 2025Jun 9, 2025
Jason Michael AldersonSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAApr 7, 2025Apr 4, 2025
Madeline Claire KleinmanSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAApr 7, 2025Apr 6, 2025
Justin Richard AptSouthstate Private Capital Management LLC independent RIAOwl Creek Wealth Partners no RAUMRIA to a newly registered adviserJul 31, 2024Jul 23, 2024
Richard Andrew SoltSouthstate Private Capital Management LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankAug 14, 2023Jul 21, 2023
Bradley Edward NolandSouthstate Private Capital Management LLC independent RIALouis Henry Wealth Management LLC independent RIARIA to RIAFeb 22, 2023Jan 26, 2026 (1069 d)
Anna Ngo BhaiSouthstate Private Capital Management LLC independent RIADew Wealth Management independent RIARIA to RIASep 1, 2022Mar 30, 2023 (210 d)
Amy Lea BoydSouthstate Private Capital Management LLC independent RIAVentana Private Wealth LLC no RAUMRIA to a newly registered adviserJan 29, 2021Jan 14, 2021
Parker Austin ClevelandSouthstate Private Capital Management LLC independent RIACherry Hills Investment Advisors, Inc. otherOtherMar 19, 2020Jan 27, 2017
Carol Renee JohnsonSouthstate Private Capital Management LLC independent RIAPrudent Man Investment Management independent RIARIA to RIANov 6, 2019Jan 7, 2020 (62 d)
Gianna Marie VieleSouthstate Private Capital Management LLC independent RIAFacet independent RIARIA to RIAJan 14, 2019Feb 10, 2020 (392 d)
John Kenneth HoltkampSouthstate Private Capital Management LLC independent RIAJhp Wealth Management, LLC no RAUMRIA to a newly registered adviserOct 23, 2018Oct 10, 2018
Aaron Robert AndersonSouthstate Private Capital Management LLC independent RIACherry Hills Investment Advisors, Inc. otherOtherOct 22, 2018Jan 27, 2017
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20 moves match.