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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-02 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rra Strategic Tax Advisor | Collierville | TN | 01/2026 | Present |
| Alphastar Capital Management | Cornelius | NC | 06/2026 | Present |
| David Hall & Associates | Collierville | TN | 10/2010 | 12/2023 |
| Retirement Risk Advisors | Collierville | TN | 09/2021 | Present |
| Rra Agency | Collierville | TN | 10/2021 | Present |
| Institute For Wealth Management Llc | Collierville | TN | 07/2024 | Present |
the name of the other business; RRA Strategic Tax Advisor whether the business is investment-related; Yes the address of the other business; Collierville, TN the nature of the other business; Tax your position; Founder title, or relationship with the other business; Founder the start date of your relationship; 01/2026 the approximate number of hours/month you devote to the other business; 10 hours per month the number of hours you devote to the other business during securities trading hours; 10 hours per month and briefly describe your duties relating to the other business; I am responsible for obtaining new clients, overseeing current client relations, and providing tax planning and preparation services. the name of the other business; RRA Agency whether the business is investment-related; Yes the address of the other business; Collierville, TN the nature of the other business; Insurance your position; Founder title, or relationship with the other business; Founder the start date of your relationship; 10/2021 the approximate number of hours/month you devote to the other business; 40 hours per month the number of hours you devote to the other business during securities trading hours; 40 hours per month and briefly describe your duties relating to the other business; an insurance agency that offers life and long-term care insurance, and annuities in most of the 50 states. the name of the other business; Retirement Risk Advisors whether the business is investment-related; Yes the address of the other business; Collierville, TN the nature of the other business; Advisory DBA your position; Founder title, or relationship with the other business; Founder the start date of your relationship; 09/2021 the approximate number of hours/month you devote to the other business; 120 hours the number of hours you devote to the other business during securities trading hours; 80 hours and briefly describe your duties relating to the other business; DBA for Advisory Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-07 |
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