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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-29 |
Branch Locations
15 Halton Green Way, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Stahlnecker Group | Milton | PA | 07/2005 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 01/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | 01/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 04/2020 |
| Murray Wealth Management | Lancaster | PA | 03/2021 | 04/2022 |
| Alphastar Capital Management, Llc | Milton | PA | 04/2023 | Present |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 04/2024 | Present |
(1) Licensed Insurance Agent, investment related; 1997; 80 hours month during trading hours; sale of various insurance products. (2) Financial Fire Drill LLC, Milton, PA; firm provides an educational program that teaches people how to prepare for a financial emergency by having a plan in place. We provide a framework to assemble a plan and resources so clients can educate themselves on many financial topics. I am Founder and President of this firm. This firm was started in 2021. I devote 15 hours per week to this business. 3) SEDA-COG, Not Investment related, Lewisburg, PA, Council of Government, Board Member, 3/2026, Plan to devote approximately 2 hours a month to this business none during securities trading hours, Attend meetings and vote on issues with the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-09 |
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