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108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-23 |
| NC | RA | APPROVED | 2023-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Huntersville | NC | 03/2014 | 02/2018 |
| Park Avenue Securities | Huntersville | NC | 05/2014 | 02/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 02/2018 | 07/2023 |
| Advanced Wealth Strategies, Inc | Cornelius | NC | 02/2018 | Present |
| Neal Properties, Inc | Cornelius | NC | 01/1990 | Present |
| Everstar Asset Management, Llc | Mooresville | NC | 07/2023 | Present |
1. NCAA Football Official I officiate NCAA football games. Start: 06/01/1999 Address: Southern Conference702 N. Pine St.Spartanburg, SC Sun Belt Conference1500 Sugar Bowl Dr.New Orleans, LA 70112 Hrs per month - tot/bus: 10/2 Not investment related 2. Neal Properties Inc, Rental Properties We have owned various rental properties for years. Start: 01/01/1995 Address: 3312 S. Tryon St., Charlotte, NC 1 non bus hr per month Investment related 3. Advanced Wealth Strategies Investment related 19520 W Catawba Avenue, Suite 313, Cornelius NC 28031 Offering Insurance Products and Services 5% of time during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
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