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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-10 |
| SC | RA | APPROVED | 2024-12-09 |
Branch Locations
300 Executive Center Drive, Suite 104, Greenville, SC 29615 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Greenville | SC | 06/2014 | 08/2017 |
| New York Life Insurance Company | Greenville | SC | 06/2014 | 08/2017 |
| Summit Advisory Group | Brentwood | TN | 08/2017 | 12/2018 |
| Equity Services, Inc. | Montpelier | VT | 08/2017 | 12/2018 |
| Oneamerica Securities | Charlotte | NC | 01/2019 | 02/2019 |
| Southport Capital | Greenville | SC | 03/2019 | 10/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2021 | 12/2024 |
| Stewart Smith Financial, Llc | Greenville | SC | 11/2021 | Present |
| Alphastar Capital Management | Cornelius | NC | 12/2024 | Present |
| Clearpath Retirement Planning, Llc | Greenville | SC | 01/2026 | Present |
1.) Clearpath Retirement Planning, LLC; YES INVESTMENT RELATED; 300 Executive Center Dr, Ste 104, Greenville, SC 29615; INSURANCE SALES; PRESIDENT/OWNER; START DATE 01/2026; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-23 |
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