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GS

Gary R. Sprunger

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CRD#: 432729
GS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Randall Sprunger was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1970. Gary had worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 9, 2011 - February 7, 2020

MODERN CAPITAL ADVISORS, LLC

RIA
CRD#: 131117
RALEIGH, NC
Past

May 6, 2011 - October 27, 2011

ONE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 114861
WOODLAND HILLS, CA
Past

April 25, 2011 - February 7, 2020

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
RALEIGH, NC
Past

August 20, 2009 - April 25, 2011

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
MOUNT AIRY, MD
Past

July 31, 2009 - April 25, 2011

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
MOUNT AIRY, MD
Past

January 14, 2009 - February 11, 2009

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
PLANTATION, FL
Past

January 7, 1994 - December 31, 2008

ADVANTAGE CAPITAL CORPORATION

RIA
CRD#: 146
BOCA RATON, FL
Past

July 8, 1992 - December 31, 2008

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
BOCA RATON, FL
Past

July 12, 1990 - May 22, 1992

THE HOUSE OF SECURITIES COMPANY

BD
CRD#: 2236
FREDERICK, MD
Past

July 11, 1989 - June 15, 1990

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
ATLANTA, GA
Past

April 2, 1976 - May 19, 1988

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

September 2, 1975 - February 23, 1976

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
Past

June 10, 1975 - September 30, 1975

AMERICAN GENERAL CAPITAL DIST INC

BD
CRD#: 1000012
Past

August 6, 1974 - October 29, 1974

INVESTMENT AND SECURITIES, INC.

BD
CRD#: 2320
Past

December 2, 1973 - May 7, 1975

THE HOUSE OF SECURITIES COMPANY

BD
CRD#: 2236
Past

June 25, 1973 - December 18, 1978

SHENANDOAH EQUITY SERVICES, INCORPORATED

BD
CRD#: 4170
Past

September 12, 1972 - June 4, 1973

BUSH AND COMPANY

BD
CRD#: 1000006
Past

June 6, 1972 - December 19, 1973

CAPITAL DEVELOPMENT ASSOCIATES, INC.

BD
CRD#: 1387
Past

November 18, 1970 - July 21, 1972

BALTIMORE SECURITIES COMPANY

BD
CRD#: 1000004

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MODERN CAPITAL ADVISORS, LLC
LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC | MODERN CAPITAL ADVISORS, LLC

CRD#: 131117 / SEC#: 801-72611

RIA
Registered Investment Advisory firm - (7/26/2011 Approved)
Arizona
Registered Investment Advisory firm - (2/2/2012 Terminated)
California
Registered Investment Advisory firm - (3/3/2012 Terminated)
Mississippi
Registered Investment Advisory firm - (2/2/2012 Terminated)
Nevada
Registered Investment Advisory firm - (3/16/2012 Terminated)
Ohio
Registered Investment Advisory firm - (2/2/2012 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/11/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/25/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


MC
MODERN CAPITAL ADVISORS, LLC
LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC | MODERN CAPITAL ADVISORS, LLC

CRD#: 131117 / SEC#: 801-72611

RIA
Registered Investment Advisory firm - (7/26/2011 Approved)
Arizona
Registered Investment Advisory firm - (2/2/2012 Terminated)
California
Registered Investment Advisory firm - (3/3/2012 Terminated)
Mississippi
Registered Investment Advisory firm - (2/2/2012 Terminated)
Nevada
Registered Investment Advisory firm - (3/16/2012 Terminated)
Ohio
Registered Investment Advisory firm - (2/2/2012 Terminated)
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Contact information


Main Address
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617
Mailing Address
Phone number
(800) 440-0442
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (37 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MODERN CAPITAL ADVISORS ADV 2A (3/29/2024)

Regulatory assets under management


Total Number of Accounts1,561
AUM (Assets Under Management)$ 285,401,221

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MODERN CAPITAL ADVISORS, LLC

CRD#: 131117

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