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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-02 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
108 Frederick Street, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2021 | 05/2024 |
| Bank Of America N.A. | Charlotte | NC | 11/2021 | 05/2024 |
| Synnex Corporation | Greenville | SC | 02/2020 | 11/2021 |
| Crossroads Baptist Church | Pelham | NH | 06/2010 | 12/2019 |
| R&R Financial Advisors, Llc | Greenville | SC | 06/2024 | 09/2025 |
| Ironwood Financial Group | Greenville | SC | 09/2025 | Present |
| Alphastar Capital Management | Greenville | SC | 12/2025 | Present |
| Brookstone Wealth Advisors, Llc | Greenville | SC | 06/2024 | 11/2025 |
The name of the other business: Ironwood Financial Group Whether the business is investment-related: Yes Address of the other business: Greenville, SC 29607 Nature of the other business: Insurance services Position, title, or relationship with the other business: Associate Advisor Start date of the relationship: 09/2025 Approximate number of hours/month devoted to the other business: 16 Number of hours devoted to the other business during securities trading hours: 16 Description of Duties: analyzing, managing, and recommending life insurance and fixed annuity products for our clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-06 |
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