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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-10 |
| MA | RA | APPROVED | 2018-01-23 |
| GA | RA | APPROVED | 2018-01-03 |
| FL | RA | APPROVED | 2017-08-09 |
| AZ | RA | APPROVED | 2017-07-17 |
| CA | RA | APPROVED | 2017-06-12 |
| TX | RA | APPROVED | 2017-06-12 |
Branch Locations
11 Century Hill Drive Suite 206, Latham, NY 12110 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nepsis Advisor Services, Inc. | Minneapolis | MN | 12/2012 | 12/2017 |
| Alphastar Capital Management, Llc | Cornelius | NC | 05/2017 | Present |
| Crystal Clear Finances | Latham | NY | 08/2008 | Present |
CRYSTAL CLEAR FINANCES, 11 Century Hill Drive Suite 206 Latham, NY 12210 - PRESIDENT - INVESTMENT RELATED I PROVIDE FINANCIAL PLANNING SERVICES INCLUDING SECURITIES. APPROX 160 HRS. PER MONTH MOST DURING TRADING HRS. INDEPENDENT INSURANCE SALES,INCLUDING LTC AND DISABILITY INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. NON-INVESTMENT RELATED -APPROX. 40 HRS PER MONTH DURING TRADING HRS. 30% on Insurance and outside business PUBLIC SPEAKING AND COACHING FOR VARIOUS COMPANIES DURING TRADING HOURS. APPROXIMATELY 15 HOURS A MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
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