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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
2210 E. 52Nd Street, Davenport, IA 52807 • United States
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 |
|---|---|---|---|---|
| The Advisory Group, Inc. | Davenport | IA | 09/1991 | Present |
| Spc | Ann Arbor | MI | 05/2012 | 11/2018 |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | 11/2018 |
| Tag Team, Llc | Davenport | IA | 10/2010 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 11/2018 | 10/2025 |
| Alphastar Capital Management | Davenport | IA | 10/2025 | Present |
| Alphastar Capital Management Quad Cities | Davenport | IA | 10/2025 | Present |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 10/2025 | Present |
1) Alphastar Capital Management Quad Cities - 2210 E. 52nd St, Davenport, IA 52807; Investment related; Insurance sales & svcs; Managing Director/Insurance Agent; Start date 10/2025; 48 hrs/mnth during trading. 2) Oakwood Capital Securities - 600 Highway 169 S, Suite 1410, Minneapolis, MN 55426; Investment related; Brokerage; Registered Representative; Start date 10/2025; 48 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-21 |
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