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7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-06 |
Branch Locations
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • 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 |
|---|---|---|---|---|
| Liberty Partners Financial Services, Llc | Bakersfield | CA | 08/2016 | Present |
| Modern Capital Advisors, Llc | Napa | CA | 01/2025 | Present |
1)FIXED INSURANCE, investment-related, 1340 SPROUL AVENUE NAPA, CA 94559, FIXED INSURANCE SALES, AGENT, 1/1990, 10 HRS/MONTH, 0 HRS/TRADING, FIXED INSURANCE SALES. 2)METAL COINS & GEMS, non investment-related, 1340 SPROUL AVENUE NAPA, CA 94559, BUY, SELL & TRADE METAL COINS & GEMS, OWNER, 5/2005, 10 HRS/MONTH, 0 HRS/TRADING, BUY, SELL & TRADE METAL COINS & GEMS. 3)ANTIQUE GLASS, non investment-related, 1340 SPROUL AVENUE NAPA, CA 94559, BUY/SELL GLASS, COINS, METALS, GEMS, OWNER, 6/2007, 10 HRS/MONTH, 0 HRS/TRADING, BUY/SELL GLASS, COINS, METALS, GEMS. 4)COLLEGE FUNDING SERVICES, investment-related, 1340 SPROUL AVENUE NAPA, CA 94559, PROVIDE COLLEGE FUNDING INFORMATION, 03/2012, 20 HRS/MONTH, 0 HRS/TRADING, PROVIDE COLLEGE FUNDING INFORMATION. 5)THOMAS A. SMITH INVESTMENTS, investment-related, 1340 SPROUL AVENUE, NAPA CA 94559, DBA for LPFS, registered representative. 6)Lincoln Heritage Life Insurance Company Final Expense Insurance, non investment-related, 4343 E. Camelback Rd #400, Phoenix, AZ 85018, Life Insurance Company, Agent, 4-12-2017, 40 hrs/month, 0 HRS/trading, Selling final expense life insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-07 |
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