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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-02 |
Branch Locations
4076 E. Sr 44, Wildwood, FL 34785 • 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 |
|---|---|---|---|---|
| Fross And Fross Wealth Management | The Villages | FL | 08/2019 | 08/2020 |
| Parady Financial | The Villages | FL | 08/2020 | 12/2020 |
| Unemployed | Jupiter | FL | 01/2013 | 08/2019 |
| Changepath, Llc | Leawood | KS | 02/2021 | 08/2021 |
| Tb Wealth Management, Llc | Fruitland Park | FL | 01/2021 | 03/2022 |
| Blueprint Wealth Management | The Villages | FL | 10/2020 | 01/2021 |
| Ae Wealth Management | Topeka | KS | 09/2021 | 04/2022 |
| Alphastar Capital Management Llc | Cornelius | NC | 11/2023 | Present |
| Securenet Financial, Llc | Wildwood | FL | 03/2022 | Present |
Securenet Financial, LLC; investment related; ; 4076 E. SR 44, Wildwood, FL 34785. Life Insurance and Annuity sales; Vice President of Advisory Support Since 03/2022; Approx. 11hrs/month; Approx. 11hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-09 |
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