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Radnor, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED_RES | 2025-03-04 |
Branch Locations
Radnor, PA • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-16 |
| PA | RA | APPROVED | 2018-11-16 |
Branch Locations
Bala Cynwyd, PA • 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 |
|---|---|---|---|---|
| Belpointe Asset Management, Llc | Greenwich | CT | 06/2016 | 12/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 11/2018 | Present |
| Dst Sherpa Llc | Bala Cynwyd | PA | 02/2025 | Present |
SELF-EMPLOYED, SINCE 2009 INSURANCE AND FINANCIAL PLANNING APPROX 20 HOURS PER MONTH investment adviser representative (IAR) with another investment advisory firm, Alphastar Capital Management, LLC. facilitator and receives referral fees for clients referred to 1031 Sherpa, LLC
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