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119 Charleston Boulevard, Isle Of Palms, SC 29451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Modern Capital Advisors | Mt. Pleasant | SC | 02/2020 | 06/2022 |
| Us Army | Fort Lewis | WA | 10/2016 | 09/2019 |
| Beryll Sfa | Zurich | 03/2014 | 10/2016 | |
| Unemployed | Charleston | SC | 10/2019 | 02/2020 |
| Modern Capital Management Company | Mount Pleasant | SC | 04/2021 | 06/2025 |
| Prospera Funds Inc | Isle Of Palms | SC | 09/2025 | Present |
| Prospera Asset Management | Isle Of Palms | SC | 06/2025 | Present |
Newpath Mutual Insurance Company - April 2021- Present, Board of Directors, President, 4 hours per week of activity (0 during securities hours), non-investment related business (healthcare), advisory function for risk pooling facility, $60,000 dollars per year of annual compensation, 222 S. Main St, Suite 500 Salt Lake City, UT 84101 Thrive Series Trust - June 2025 - Present, CFO, Secretary, 5 hours per week, Investment related activity, conduct quarterly reviews of funds and advisor's that are a part of the series trust infrastructure THRV Prospera Income ETF - September 2025 - Present, Portfolio Manager, 20-25 hours per week, investment related activity, part of the investment team and investment committee and portfolio management team of Prospera Funds Inc, acting as the advisor to Prospera Income ETF.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-14 |
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