Best Investors Account Sign in

Matthew Allen Holman

Modern Capital Advisors, LLC

Raleigh, NC

San Diego, CA

Claim This Profile
Current Employers
Modern Capital Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-03
  • CA RA
    APPROVED
    Since 2025-11-03

Branch Locations

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

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty Partners Financial Services, Llc Mt. Pleasant SC 06/2011 Present
Modern Capital Advisors, Llc Mount Pleasant SC 09/2011 Present
  • 06/2011 → Present
    Liberty Partners Financial Services, Llc
    Mt. Pleasant, SC
  • 09/2011 → Present
    Modern Capital Advisors, Llc
    Mount Pleasant, SC
Previous Registrations
  • 2011-09-28 → 2021-12-31
    Modern Capital Advisors, Llc
    Raleigh, NC
    San Diego, CA
  • 2000-07-31 → 2011-06-06
    Wfp Securities
    San Diego, CA
    San Diego, CA
Other Businesses

EAST MEETS WEST LACROSSE - LACROSSE ORGANIZATION AS/SDSU - LACROSSE COACH EMW FOUNDATION - NONPROFIT SOUTHWESTERN LACROSSE CONFERENCE - REGIONAL COLLEGE LACROSSE TOURNAMENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-21
S63 Uniform Securities Agent State Law Examination 1996-11-08
  • S65 Uniform Investment Adviser Law Examination
    2000-04-21
  • S63 Uniform Securities Agent State Law Examination
    1996-11-08

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor