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108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-23 |
| IA | RA | APPROVED | 2021-11-01 |
| NC | RA | APPROVED | 2021-06-06 |
Branch Locations
108 Gateway Blvd. Suite 103, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwa Asset Management Group | Mooresville | NC | 07/2015 | 05/2021 |
| Fundamental Global Investors, Llc | Charlotte | NC | 08/2020 | 06/2021 |
| Everstar Asset Management, Llc | Mooresville | NC | 04/2021 | Present |
1) 27 SOFTWARE U.S. INC., NON-INVESTMENT RELATED, MOORESVILLE NORTH CAROLINA, BOARD MEMBER 2) BEACON HEALTH BENEFITS INC., NON-INVESTMENT RELATED, MOORESVILLE NORTH CAROLINA, CHAIRMAN 3) TRUE HEALTH SOLUTIONS INC., NON-INVESTMENT RELATED, MOORESVILLE NORTH CAROLINA, BOARD MEMBER 4) LARSON ADVISORY SERVICES LLC, INVESTMENT RELATED; 90.02% OWNER OF EVERSTAR ASSET MANAGEMENT, LLC, MEMBER AND SOLE OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-10 |
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