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

Arrivals at 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
Aaron Benjamin JusticeSynovus Securities, Inc. BD affiliatedSouthstate Private Capital Management LLC otherOtherMay 15, 2026Jul 23, 2026 (69 d)
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
Christopher John FreyCwm, LLC BD affiliatedSouthstate Private Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2025Aug 27, 2025
Shawn HarrisAdvice And Planning Services BD affiliatedSouthstate Private Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2025Jun 23, 2025 (143 d)
Meghan Donna IdeSanctuary Advisors, LLC BD affiliatedSouthstate Private Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 24, 2023Jun 26, 2023 (122 d)
Madeline Claire KleinmanCharles Schwab & Co., Inc. national BDSouthstate Private Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2023Feb 13, 2024 (368 d)
Richard Andrew SoltFisher Investments independent RIASouthstate Private Capital Management LLC independent RIARIA to RIAJul 21, 2022Jul 20, 2022
Jenna Marie RicciTwin Focus Capital Partners, LLC independent RIASouthstate Private Capital Management LLC independent RIARIA to RIAFeb 15, 2022Nov 17, 2025 (1371 d)
Jason Michael AldersonElbert Capital Management LLC unclassifiedSouthstate Private Capital Management LLC independent RIAOtherAug 27, 2021Aug 30, 2021
Samuel I OgbonnaUBS Financial Services Inc. wirehouseSouthstate Private Capital Management LLC independent RIAWirehouse to independent RIAApr 5, 2021Apr 5, 2021
Joshua David ForkeyBb&T Securities, LLC BD affiliatedSouthstate Private Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2020Jun 23, 2025 (1911 d)
Amy Lynn WarrenderCreative Planning independent RIASouthstate Private Capital Management LLC independent RIARIA to RIAApr 1, 2019May 20, 2020 (415 d)
Darrell Eugene LaingWagner Wealth Management, LLC otherSouthstate Private Capital Management LLC independent RIAOtherMar 21, 2018Mar 27, 2018
Amy Lea BoydWagner Wealth Management, LLC otherSouthstate Private Capital Management LLC independent RIAOtherMar 21, 2018Mar 27, 2018
Gary Andrew WagnerWagner Wealth Management, LLC otherSouthstate Private Capital Management LLC independent RIAOtherMar 21, 2018Mar 27, 2018
Bradley Edward NolandWagner Wealth Management, LLC otherSouthstate Private Capital Management LLC independent RIAOtherMar 21, 2018Mar 9, 2018
Collin James SchmidtWagner Wealth Management, LLC otherSouthstate Private Capital Management LLC independent RIAOtherMar 21, 2018Mar 27, 2018
Gianna Marie VieleWagner Wealth Management, LLC otherSouthstate Private Capital Management LLC independent RIAOtherMar 21, 2018Mar 27, 2018
Jason Enrico RomeroWells Fargo Advisors wirehouseSouthstate Private Capital Management LLC otherOtherMar 19, 2018Mar 26, 2026 (2929 d)
Kevin B McculleyCherry Hills Investment Advisors, Inc. otherSouthstate Private Capital Management LLC otherOtherApr 4, 2017Apr 22, 2017
Peter KeilmanTownsend otherSouthstate Private Capital Management LLC independent RIAOtherAug 24, 2016Oct 20, 2020 (1518 d)
Ariel Alejandro MarinWescott Financial Advisory Group LLC otherSouthstate Private Capital Management LLC otherOtherJul 14, 2016May 27, 2026 (3604 d)
Aaron Robert AndersonCobiz Wealth otherSouthstate Private Capital Management LLC otherOtherAug 12, 2015Aug 10, 2015
John Kenneth HoltkampSchwab Wealth Advisory, Inc. otherSouthstate Private Capital Management LLC otherOtherSep 26, 2014Oct 7, 2014
Rachel Marie McguireLPL Financial LLC otherSouthstate Private Capital Management LLC independent RIAOtherDec 9, 2008Apr 25, 2019 (3789 d)
Donna Sawyer MurrayFirst Citizens Investor Services, Inc. otherSouthstate Private Capital Management LLC independent RIAOtherJan 7, 2005Jun 24, 2025 (7473 d)
Justin Richard AptMorgan Stanley Dw Inc. unclassifiedSouthstate Private Capital Management LLC otherOtherDec 18, 2002Jun 5, 2014 (4187 d)
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43 moves match.