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7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-24 |
| GA | RA | APPROVED | 2022-01-13 |
Branch Locations
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Senoia, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services | Atlanta | GA | 10/2016 | 03/2017 |
| Unemployed | Senoia | GA | 07/2016 | 10/2016 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2017 |
| Mml Investors Services, Llc | Atlanta | GA | 03/2017 | 12/2017 |
| Modern Capital Advisors, Llc | Mt. Pleasant | SC | 02/2018 | Present |
| Liberty Partners Capital Management Llc | Bakersfield | CA | 02/2018 | Present |
Liberty Partners Insurance Services, Insurance services, investment related, started February 2018, insurance agent, 10-15 hours per month. The Annuity & Life Source Inc., insurance services, investment related, started March 2019, insurance agent, 10-15 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-10 |
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