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1630 Meeting St Suite 203, Charleston, SC 29405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
| SC | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED_RES | 2025-04-08 |
| GA | RA | APPROVED | 2024-03-11 |
| NC | RA | APPROVED | 2022-01-31 |
| VA | RA | APPROVED | 2018-05-11 |
Branch Locations
1630 Meeting St Suite 203, Charleston, SC 29405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questis Advisor Partners, Llc | Charleston | SC | 07/2013 | 12/2017 |
| Kinwell Llc | Charleston | SC | 10/2017 | Present |
Questis, Inc., Mount Pleasant, SC, Financial Wellness software platform, Common Stock Shareholder, July 2013, 0 hours per month devoted, 0 hours per month devoted during securities trading hours, hold stock shares. MODERN CAPITAL FUNDS TRUST; investment-related = YES; 1701 Meeting Street, Charleston, South Carolina 29405; nature = THE TRUST IS HELD TO SUPPORT AND GOVERN AN ADVISER MANAGING THE MODERN CAPITAL TACTICAL INCOME FUND; Independent Trustee; start date = 2025; 1 HOUR/MONTH; 8 TOTAL HOURS/YEAR during securities trading hours; ACT AS INDEPENDENT TRUSTEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-01 |
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