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75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-07 |
Branch Locations
655 East Broadway Unit 2, Boston, MA 02127 • United States
75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 02/2015 | 12/2018 |
| Mml Investors Services | Boston | MA | 04/2015 | 12/2018 |
| Belpointe Insurance, Llc | Greenwich | CT | 12/2018 | Present |
| Belpointe Asset Management, Llc | Greenwich | CT | 12/2018 | Present |
| Stearns Financial Group | Fostoria | OH | 01/2017 | 08/2019 |
| Bfb Gallagher | Charlotte | NC | 08/2019 | Present |
| Modern Capital Advisors, Llc | Mount Pleasant | SC | 10/2021 | 09/2023 |
1). STEARNS FINANCIAL GROUP, NON-INVESTMENT RELATED, 601 PARKWAY DRIVE, FOSTOIRA, OH, EXECUTIVE BENEFITS SALES, EXECUTIVE BENEFITS CONSULTANT, SINCE 1/2017 25 HOURS PER WEEK DURING TRADING HOURS. 2). BELPOINTE INSURANCE, LLC, NON-INVESTMENT RELATED, 125 GREENWICH AVENUE, GREENWICH CT 06830 INSURANCE SALES, INSURANCE PRODUCER SINCE 12/2018 APPROX 25 HOURS PER WEEK DURING TRADING HOURS. 3) MODERN CAPITAL EXECUTIVE SOLUTIONS, NON INVESTMENT RELATED, 119 SIMMONS ST, MOUNT PLEASANT, SC, 29464, INSURANCE PRODUCTS AND EXECUTIVE BENEFITS TIED TO NQDC, APPROX 160 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-05 |
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