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7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-21 |
Branch Locations
11607 Spring Cypress Road Suite B, Tomball, TX 77377 • United States
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Dj`S Unlimited Inc. | Houston | TX | 06/1996 | Present |
| Liberty Partners Financial Services, Llc | Mount Pleasant | SC | 03/2012 | Present |
| Modern Capital Advisors, Llc | Mount Pleasant | SC | 06/2012 | Present |
1.) Retro DJ To Go, LLC.; Non-investment-related; Address: 16315 Haden Crest Ct., Cypress, TX 77429; Nature of business: Disc Jockey services; Position: Co-Owner; Start date: 2006; Approximate number of hours/month devoted to the business: 1-9 hours per month; Number of hours devoted during securities trading hour: 0; Duties: DJ, play music at events. 2.) Lakes At Cypress Hill Home Owners Association: Non-investment-related; Address: 17910 Lake Cypress Hill Drive, Cypress TX 77429; Nature of business: Accounting); Position: Attorney-In-Fact; Start date: 2014; Approximate number of hours/month devoted to the business: 1-9 hours per month; Number of hours devoted during securities trading hour: 0; Duties: Loading expenses and deposits into QuickBooks. 3.) Vast Solutions Group; investment-related; Address: 6920 S. Cimarron Rd., Las Vegas, NV 89113; Nature of business: Tax and Financial Services firm; Position: Consultant; Start date: 01/01/2020; Approximate number of hours/month devoted to the business: 5 hours per month; Number of hours devoted during securities trading hour: 0; Duties: Consultant for fixed life insurance products. Provide life insurance consultation for customers of the entity. 4.)Churchill Wealth Advisors, Yes, 11607 Spring Cypress RD, Suite B, Tomball, Texas 77377.Financial Planning, Investment and insurance. Owner. 11/01/2020, 40 Hours per month, 40 Hours per month, marketing, seeing clients, writing financial plans, recommending investments etc
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-03 |
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