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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-01-04 |
Branch Locations
1213 Culbreth Street, Wilmington, NC 28405 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Wilmington | NC | 03/2013 | 01/2018 |
| Thrivent Financial For Lutherans | Appleton | WI | 03/2013 | 01/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2018 | Present |
| Inspire Financial Planning | Wilmington | NC | 01/2018 | Present |
| Tower Six, Llc | Wilmington | NC | 09/2020 | 03/2023 |
Inspire Financial Planning - Investment Related 1213 Culbreth Drive, Wilmington, NC 28405 Other business to include education, guidance, and coverage for the following insurance in regards to risk management: 1) Long Term Care Insurance 2) Disability Income Insurance 3) Life Insurance 5 hours of time during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-04 |
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