Category Archives: Finance

Jessica Turner to Lead South State Regulatory Relations

COLUMBIA, S.C. – (July 25, 2018) - South State Bank has selected Jessica Turner to lead the company’s Regulatory Relations and Corporate Insurance department. Turner has more than 20 years of experience in banking operations management, project and change management, as well as process improvement, which equip her to serve as the bank’s liaison with…
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Merrill Lynch Financial Advisor Ladd G. Lumpkin Earns the Certified Divorce Financial Analyst® Designation

Merrill Lynch Financial Advisor Ladd G. Lumpkin Earns the Certified Divorce Financial Analyst® Designation Columbia, S.C. – Merrill Lynch today announced that Ladd G. Lumpkin of Merrill Lynch’s Columbia office has earned the Certified Divorce Financial Analyst® (CDFA®) certification awarded by the Institute for Divorce Financial AnalystsTM. [caption id="attachment_16078" align="alignleft" width="250"] Ladd G. Lumpkin[/caption] “We…
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A few Smart Financial Savings Tips from our NAIFA-SC Members:

Columbia, SC - The National Association of Insurance and Financial Advisors - SC Chapter (NAIFA-SC) is excited to announce an initiative throughout the next few weeks of July where NAIFA-SC members share their expert advice on smart financial saving tips. · Track your spending! The best way to save is to know what you spend!…
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Permanent Equity Firm Adventur.es Establishes Columbia, South Carolina Office

FOR IMMEDIATE RELEASE (May 9, 2018) - Adventur.es, a Missouri-based private equity firm with a long-term hold investment approach, is opening its first regional office in Columbia, South Carolina. Columbia native Mills Snell is joining the firm as Vice President, and will lead the organization’s presence in the southeastern United States. Focused on closely-held family…
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SCDOR encourages taxpayers to file online

  Income Tax season opens on January 29. COLUMBIA, S.C. – Consistent with dates set by the Internal Revenue Service (IRS), the South Carolina Department of Revenue (SCDOR) begins accepting Individual Income Tax returns on Monday, January 29, 2018. Returns are due Tuesday, April 17, 2018. Important information for this year’s filing season is included below. Additional information…
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Movement Mortgage hires Stephen Polacek as Chief Credit Officer

FORT MILL, S.C., Jan. 16, 2018 /PRNewswire/ -- Movement Mortgage, a top 10 national purchase mortgage lender, has hired former KPMG executive Stephen Polacek as its chief credit officer. Polacek joins Movement to lead the financial services firm's credit risk management strategy and operations. Polacek has three decades of experience in credit, risk management, regulatory compliance…
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The Durant, Schraibman & Lindsay, LLC CPA Firm merged into The Hobbs Group

The Durant, Schraibman & Lindsay, LLC CPA Firm has merged its professional practice into The Hobbs Group, PA effective January 1, 2018. The combined Firm will have 35 staff providing attestation, tax and consulting services. The combined Firm's main office will be located at the existing offices of the Hobbs Group, PA, 1704 Laurel Street,…
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Attorney General Alan Wilson Announces Top Investor Threats

Promissory Notes, Real Estate Investments and Ponzi Schemes Top the List (COLUMBIA, S.C.) – The Office of the South Carolina Attorney General today released its annual list of top investor threats and reminded South Carolinians to use caution when approached with any unsolicited investment opportunities. “All investments involve a degree of risk. Investors can help…
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Scott and Company Announces New CPA Designation

Columbia, SC – Scott and Company LLC is pleased to announce that Elizabeth L. Dinndorf has received her Certified Public Accountant (CPA) license in South Carolina. “We are all proud of Elizabeth for this accomplishment,” said Don Mobley, CPA, Managing Member. “She has only been with us a short time and has already proven that…
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Merrill Lynch Financial Advisor F. Russell Purdy IV Earns Chartered Financial Analyst® (CFA®) Designation

[caption id="attachment_12537" align="alignleft" width="214"] Merrill Lynch Financial Advisor F. Russell Purdy IV Earns Chartered Financial Analyst® (CFA®) Designation[/caption] Merrill Lynch Financial Advisor F. Russell Purdy IV Earns Chartered Financial Analyst® (CFA®) Designation Columbia, S.C. – Merrill Lynch today announced that Russ Purdy of Merrill Lynch’s Columbia office has earned the Chartered Financial Analyst® (CFA®) designation…
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