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19520 W Catawba Ave. Suite 311, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-06 |
Branch Locations
19520 W Catawba Ave. Suite 311, 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 |
|---|---|---|---|---|
| Beacon Wealth Advisors, Inc | Cornelius | NC | 09/2008 | 06/2025 |
| Brookstone Capital Management | Wheaton | IL | 08/2012 | 03/2021 |
| Milestone Asset Management, Llc | Pittsburgh | PA | 12/2020 | 02/2021 |
| Alphastar Capital Management, Llc | Cornelius | NC | 03/2021 | 06/2025 |
| Integrative Planning, Inc. | Cornelius | NC | 06/2025 | Present |
FIXED INSURANCE SALES, INVESTMENT RELATED SAME ADDRESS. OFFER LIFE, LTC & ANNUITIES, START DATE 01/2008, 15+HRS PER WEEK DURING BUSINESSS HOURS. PARTIAL OWNER OF COMMERCIAL RENTAL PROPERTY LOCATED AT 2869 PARKWAY, PIDGEON FORGE TN, NO INVOLVEMENT IN MANAGEMENT, 0 HOURS PER WEEK, START DATE 01/1997. CEO OF LEARNING FOR LIFE FOUNDATION, NON-PROFIT PROMOTING LIFESYLE & FINANCIAL WELL-BEING, 15 HOURS PER WEEK, START DATE 3/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-31 |
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