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108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
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