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Alphastar Capital Management CRD 157423
$2.50B regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-08 |
| NC | RA | APPROVED | 2014-04-01 |
Branch Locations
363 Church Street N Suite 280, Concord, NC 28025 • 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 | 03/2014 | Present |
| Yancey Financial, Llc | Concord | NC | 01/2015 | Present |
YANCEY FINANCIAL, LLC INVESTMENT RELATED - YES; ADDRESS - 363 CHURCH STREET, NORTH SUITE 280 CONCORD NC 28025 NATURE OF OTHER BUSINESS - INSURANCE; TITLE - PRESIDENT/ INSURANCE AGENT; START DATE - 02/2015; APPROX HOURS/MONTH DEVOTED - 20; DUTIES - AGENT FOR FIXED ANNUITIES AND LIFE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
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