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Renee Walsh Simpson

Everstar Asset Management, LLC

Cornelius, NC

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Current Employers
Everstar Asset Management, Llc

108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-02
  • NC RA
    APPROVED
    Since 2023-11-02

Branch Locations

Cornelius, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Huntersville NC 08/2013 02/2018
Park Avenue Securities Huntersville NC 08/2013 02/2018
Alphastar Capital Management, Llc Cornelius NC 02/2018 10/2023
Advanced Wealth Strategies, Inc Cornelius NC 02/2018 Present
Mt. Pleasant Smokehouse Mt. Pleasant NC 04/2021 Present
Everstar Asset Management, Llc Mooresville NC 11/2023 Present
  • 08/2013 → 02/2018
    Guardian Life Insurance
    Huntersville, NC
  • 08/2013 → 02/2018
    Park Avenue Securities
    Huntersville, NC
  • 02/2018 → 10/2023
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 02/2018 → Present
    Advanced Wealth Strategies, Inc
    Cornelius, NC
  • 04/2021 → Present
    Mt. Pleasant Smokehouse
    Mt. Pleasant, NC
  • 11/2023 → Present
    Mooresville, NC
Previous Registrations
Other Businesses

1. Rental Property Rental home property in the University area Start: 09/01/2016 Address: 519 Lex Drive Charlotte NC 28262 0 hrs per month Investment related 2. Mt.Pleasant Smokehouse 8335 W. Franklin Street, Mt Pleasant NC 28124 Non Investment Related Assistant/Waitress - Assisting husband with his restaurant 30.00 a week every 2 weeks 12 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-13
S63 Uniform Securities Agent State Law Examination 2012-09-10
  • S65 Uniform Investment Adviser Law Examination
    2015-07-13
  • S63 Uniform Securities Agent State Law Examination
    2012-09-10
Other Names
  • Renee Marie Walsh
  • Renee Marie Walsh
  • Renee Walsh Simpson
  • Renee Marie Walsh

View on SEC IAPD

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