Southstate Securities Corp.
Firm details
- Headquarters
- Germantown, Tennessee
- CRD number
- 6950
- Registered since
- December 1, 1975
- Website
- southstatesecurities.com
Firm profile
FINTRXOverview
Southstate Securities Corp. is organized as a corporation and is classified in the data as an investment bank. The firm has been SEC-registered since 1975 and is owned by a domestic entity and individual owners. The profile indicates the organization does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state registered investment adviser or as a newly formed adviser, and there are no entries for pension consulting or related-adviser relationships in the provided data. The firm was included on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Cherry
Chief Compliance OfficerCRD 2870353
Contacts
3 of 85John Lessley
Sales ManagerCRD 2393295
Jason Ware
Managing DirectorCRD 4712289
Brooke Hendrix
Fixed Income SalesCRD 7285322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Germantown, TN
Shelby
Location
Germantown, TN
Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 6750 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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