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17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| FL | RA | APPROVED | 2025-04-23 |
Branch Locations
17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen | Rock Island | IL | 06/2014 | 08/2019 |
| Mwa Financial Services Inc. | Rock Island | IL | 05/2015 | 07/2019 |
| Alphastar Capital Management, Llc | Port Charlotte | FL | 02/2020 | Present |
| Ideal Retirement Solutions Llc | Port Charlotte | FL | 06/2019 | Present |
| Portfolio Medics | Port Charlotte | FL | 05/2021 | Present |
| Ideal Retirement Solutions, Llc | Port Charlotte | FL | 12/2024 | Present |
Mr. Tamas has the following Outside Business Activities; Mr. Tamas is also registered with Alphastar Capital Management as an investment advisor representative (IAR). He spends approximately 20 hours a month transacting in other investment products including alternative investments. Insurance agent through Ideal Retirement Solutions, he devotes 20 hours a week on this activity during market hours. In this roll Mr. Tamas sells insurance products including annuities and life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
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