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.

Current firm

PROSPERA FUNDS, INC.

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

Dec 6, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Dec 6, 1994

First registration

Dec 17, 2020

Dual registered

yes, broker-dealer

IAPD individual key

2208686

• Occurred

  Apr 13, 2026
  Advisor changed firm

  Peter Anthony Montalbano left Modern Capital Management, Co. for Prospera Funds, Inc. (registered 2026-05-24)

  Form ADVobserved 5 days ago
• Occurred

  Dec 5, 2023
  Advisor changed firm

  Peter Anthony Montalbano left Modern Capital Advisors, Llc for Modern Capital Management, Co. (registered 2022-01-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7b74a2a6-0a22-f4e0-6873-ef3cd8d5f290

First observed

Dec 17, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.