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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-25 |
Branch Locations
1000 Eleven St. Suite D, Columbia, IL 62236 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2015 | 05/2018 |
| Sagepoint Financial, Inc. | Waterloo | IL | 05/2018 | 05/2022 |
| Creativeone Wealth, Llc | Overland Park | KS | 09/2022 | 10/2025 |
| Buettner Retirement Strategies | Waterloo | IL | 05/2018 | 01/2026 |
| Alphastar Capital Management | Minneapolis | MN | 11/2025 | Present |
| Carrico Financial Group | Waterloo | IL | 05/2018 | 05/2022 |
| Conquistare Financial Advisory, Llc | Waterloo | IL | 01/2026 | Present |
Conquistare Financial Advisory, LLC DBA Retire Once Financial Management; Investment Related; 207 N Main, Columbia, IL 62236; Insurance Sales; Agent; President; Start Date: 05/2018 Hrs/Mn 15; Hrs/Mn during Trading Hrs 15; Selling life insurance, disability insurance and Medicare supplements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-20 |
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