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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-20 |
Branch Locations
171 Church Street Suite 330, Charleston, SC 29401 • 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 |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 08/2014 | Present |
| Church Street Financial Management, Llc | Charleston | SC | 08/2014 | Present |
INSURANCE BROKERAGE: DBA: CHURCH STREET FINANCIAL MANAGEMENT, LLC INVESTMENT RELATED: NO; ADDRESS: 171 CHURCH ST, STE 330, CHARLESTON SC; NATURE: INSURANCE SALES & SERVICES POSITION: AGENT/BROKER' START DATE: 8/2014; HOURS: 50% of professional time is spent on insurance business; HRS/MO DURING TRADING: 50% of professional time is spent on insurance business; DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-05 |
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