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Current Employers
Modern Capital Advisors, Llc

7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2022-01-21
  • MS RA
    APPROVED
    Since 2022-01-21

Branch Locations

Hattiesburg, MS • United States

7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty Partners Financial Services, Llc Mount Pleasant SC 04/2011 Present
Modern Capital Advisors, Llc Mount Pleasant SC 07/2011 Present
  • 04/2011 → Present
    Liberty Partners Financial Services, Llc
    Mount Pleasant, SC
  • 07/2011 → Present
    Mount Pleasant, SC
Previous Registrations
Other Businesses

1. NON-VARIABLE LIFE INSURANCE WITH HARTFORD 2. 10/17/07 - DBA/ SOUTHERN WEALTH MANAGEMENT GROUP, LLC 3. 09/27/2010 - OTHER-OWNER TSHIRT STAND, SOUTHERN Q-TEEZ, 10%. 2 HOURS A WEEK 4. TWICE THE ICE RICHTON AND ICE ICE BABY - ICE VENDING MACHINE, <2 HOURS A WEEK, PROFIT FROM BUSINESS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-13
S63 Uniform Securities Agent State Law Examination 2001-05-17
  • S66 Uniform Combined State Law Examination
    2008-02-13
  • S63 Uniform Securities Agent State Law Examination
    2001-05-17

View on SEC IAPD

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