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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-11-21 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
3701 Trakker Trail Unit 1B #10, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Inc. | Denver | CO | 06/2013 | 06/2018 |
| The Leaders Group, Inc. | Littleton | CO | 06/2018 | 03/2022 |
| Wealthvest | Bozeman | MT | 06/2018 | 03/2022 |
| Simon Markets Llc | New York | NY | 03/2022 | 08/2022 |
| Institutional Capital Network, Inc. | New York | NY | 08/2022 | 10/2024 |
| Icapital Markets Llc | New York | NY | 08/2022 | 10/2024 |
| Alphastar | Cornelius | NC | 11/2024 | Present |
| Net Worth Financial Planning | Bozeman | MT | 10/2024 | Present |
| Ensight | San Diego | CA | 08/2025 | Present |
The name of the other business - Ensight Whether the business is investment-related - Yes Address of the other business - 11455 El Camino Real Suite 140 San Diego, CA 92130 Nature of the other business - Insurance Technology Position, title, or relationship with the other business - Vice President of Sales - Annuities Start date of the relationship - 8/11/2025 Approximate number of hours/month devoted to the other business - 120 Number of hours devoted to the other business during securities trading hours - 120 Description of Duties - Sales executive & relationship manager responsible for institutional relationships, working with insurance & annuity carriers to build custom digitized illustration technology.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-16 |
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