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7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-02-01 |
Branch Locations
8835 East Speedway Blvd Ste. D, Tuscon, AZ 85750 • United States
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Capital Advisors, Llc | Mt. Pleasant | SC | 08/2008 | 05/2022 |
| Liberty Partners Financial Services, Llc | Mount Pleasant | SC | 08/2008 | 05/2022 |
| Packerland Brokerage Services | Green Bay | WI | 05/2022 | Present |
REALTOR - REAL ESTATE SALES - 5% Willow Creek Financial Partners. Securities related DBA for LLC for Protection, Investments and Insurance products. Start date 11/2006. Fees and Commissions compensation. 40 hours a week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-30 |
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