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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

BRADLEY DALE ATKINS

Advisor at MODERN CAPITAL MANAGEMENT, CO.

MT PLEASANT, SC

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Search this name across graphsid dfx:ria:497bdfa0-851d-2c6e-c526-77bff4e4a63b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MODERN CAPITAL MANAGEMENT, CO.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 18, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Nov 18, 1997
First registration: Jul 19, 2006
Dual registered: yes, broker-dealer
Other names: BRAD ATKINS
IAPD individual key: 2963790

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERN CAPITAL MANAGEMENT, CO.	Asset manager	Jan 27, 2026	n/a	yes	MT PLEASANT, SC	Current employment
MODERN CAPITAL MANAGEMENT, CO.	Asset manager	Jan 25, 2022	Dec 31, 2024	no	MT PLEASANT, SC	Previous registration
MODERN CAPITAL ADVISORS, LLC	Independent wealth	Jan 6, 2022	Dec 31, 2024	no	RALEIGH, NC	Previous registration
MODERN CAPITAL ADVISORS, LLC	Independent wealth	Apr 19, 2016	Dec 31, 2021	no	MT. PLEASANT, SC\|RALEIGH, NC	Previous registration
FINANCIAL CLARITY PARTNERS, LLC	n/a	Jul 28, 2015	Feb 17, 2016	no	PEACHTREE CORNERS, GA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 19, 2006	Mar 10, 2015	no	CHARLESTON, SC\|Peoria, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MODERN CAPITAL ADVISORS, LLC	MODERN CAPITAL MANAGEMENT, CO.	Dec 31, 2024	Jan 25, 2022	-1,071	Firm change after gap	Other
FINANCIAL CLARITY PARTNERS, LLC	MODERN CAPITAL ADVISORS, LLC	Feb 17, 2016	Apr 19, 2016	62	Firm change	Other
MML INVESTORS SERVICES, LLC	FINANCIAL CLARITY PARTNERS, LLC	Mar 10, 2015	Jul 28, 2015	140	Firm change	Other

Relationships

Registered with (4)

→ MODERN CAPITAL MANAGEMENT, CO.Registered adviserregistration: previous registration
Jan 25, 2022 to Dec 31, 2024factForm ADV
→ MODERN CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2022 to Dec 31, 2024factForm ADV
→ FINANCIAL CLARITY PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 28, 2015 to Feb 17, 2016factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 19, 2006 to Mar 10, 2015factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Bradley Dale Atkins left Modern Capital Advisors, Llc for Modern Capital Management, Co. (registered 2022-01-25)
Form ADVobserved 6 days ago