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708 Montgomery Street, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-22 |
| SC | RA | APPROVED | 2019-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial & Retirement Planning, Llc | Greenville | SC | 09/2008 | Present |
| Brookstone Capital Management | Greenville | SC | 03/2012 | 02/2017 |
| Retirement Wealth Advisors | Greenville | SC | 02/2017 | 04/2019 |
| Delta Investment Management, Llc | Greenville | SC | 02/2019 | Present |
NorthStar Financial & Retirement Planning, LLC, Investment-Related, 113 Whitsett Street, Greenville, SC 29601, Insurance Sales, Owner, Start Date: 09/2009, Hours Dedicated: 135 hours per month (100 hours per month during trading hours) Duties: Retirement Planning with customers utilizing both insurance products, training + supporting staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
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