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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-19 |
| CT | RA | APPROVED | 2024-04-17 |
Branch Locations
159 Main Street Suite G, Agawam, MA 01001 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
1654 King Street Suite 6, Enfield, CT 06082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wpg Advisory Group, Llc | East Windsor | CT | 03/2016 | 03/2024 |
| Wealth Preservation Group, Inc. | East Windsor | CT | 09/2012 | 03/2024 |
| Alphastar Capital Management, Llc | Cornelius | NC | 04/2024 | Present |
| Charthouse Holdings Llc | Enfield | CT | 04/2024 | Present |
1) INDEPENDENT INSURANCE AGENT-CYNTHIA R. STEWART; INSURANCE SALES; Enfield, CT; 09/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-11 |
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