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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-19 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 08/2015 | 03/2025 |
| Velocity Tax & Financial Services Llc | Charlotte | NC | 10/2007 | Present |
| Nci Wealth Management, Inc | Pineville | NC | 11/2017 | Present |
| A&C Charlotte Multi Services | Pineville | NC | 06/2011 | Present |
| Freedom Financial Advantage, Llc | Pineville | NC | 11/2017 | Present |
| Simplicity Wealth | Summit | NJ | 03/2025 | Present |
VELOCITY TAX & FINANCIAL SERVICES LLC DBA H&R BLOCK - INVESTMENT RELATED PARTNER/ TAX PREPARER 12133 WOODSIDE FALLS ROAD, PINEVILLE NC 28134 SINCE OCTOBER 2004. THIS IS A TAX AND ACCOUNTING BUSINESS. A&C CHARLOTTE MULTI SERVICES DBA H&R BLOCK - INVESTMENT RELATED - PARTNER/ TAX PREPARER - 12133 WOODSIDE FALLS ROAD, PINEVILLE NC 28134 06/2011. THIS IS A TAX AND ACCOUNTING BUSINESS FREEDOM FINANCIAL ADVANTAGE LLC - INVESTMENT RELATED - INSURANCE AGENT - OCTOBER 2017 12133 WOODSIDE FALLS ROAD, PINEVILLE NC 28134 SELLING INSURANCE PRODUCTS AND SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-28 |
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