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Advisor at CAPITAL MANAGEMENT SERVICES, INC.
MANCHESTER, MO | Hypoluxo, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPITAL MANAGEMENT SERVICES, INC. | Independent wealth | Jan 1, 2025 | n/a | yes | Hypoluxo, FL|MANCHESTER, MO | Current employment |
| MODERN CAPITAL ADVISORS, LLC | Independent wealth | May 11, 2012 | Sep 23, 2020 | no | RALEIGH, NC|HYPOLUXO, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 9, 2009 | Mar 2, 2012 | no | BOCA RATON, FL|W. PALM BEACH, FL|BOCA RATON, FL|WEST PALM BEACH, FL | Previous registration |
| NFSG CORPORATION | Bd affiliated wealth | Jan 28, 2005 | Dec 23, 2008 | no | DELRAY BEACH, FL|WEST PALM BEACH, FL | Previous registration |
| ADVISOR'S CAPITAL INVESTMENTS INC, | n/a | Nov 1, 2000 | Dec 31, 2003 | no | HYPOLUXO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MODERN CAPITAL ADVISORS, LLC | CAPITAL MANAGEMENT SERVICES, INC. | Sep 23, 2020 | Jan 1, 2025 | 1,561 | Firm change after gap | RIA to RIA |
| EQUITABLE ADVISORS, LLC | MODERN CAPITAL ADVISORS, LLC | Mar 2, 2012 | May 11, 2012 | 70 | Firm change | Other |
| NFSG CORPORATION | EQUITABLE ADVISORS, LLC | Dec 23, 2008 | Feb 9, 2009 | 48 | Firm change | Other |
| ADVISOR'S CAPITAL INVESTMENTS INC, | NFSG CORPORATION | Dec 31, 2003 | Jan 28, 2005 | 394 | Firm change | Other |