David M. Kirkpatrick
Professional summary
David Murray Kirkpatrick, CFP® is a registered financial advisor currently at SOUTHSTATE ADVISORY, INC. located in Columbia, South Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Murray Kirkpatrick's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
February 8, 2017 - Present
SOUTHSTATE ADVISORY, INC.
Office #1: 520 Gervais St, Columbia, SC 29201November 3, 2015 - May 20, 2019
MINIS & COMPANY
Primary Firm SEC Registration
SOUTHSTATE ADVISORY, INC.
CRD#: 153113 / SEC#: 801-71264
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/3/2019)
(2/14/2020)
(2/8/2017)
(6/6/2019)
Exams
Current Firm
SOUTHSTATE ADVISORY, INC.
CRD#: 153113 / SEC#: 801-71264
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 441 |
| AUM (Assets Under Management) | $ 3,783,729,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 01/26/2024 | ||
| 03/30/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SOUTHSTATE ADVISORY, INC.
CRD#: 153113Columbia, SC 29201TRUST BUT VERIFY
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