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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-01-14 |
Branch Locations
19520 W Catawba Avenue Suite 200, Cornelius, NC 28031 • 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 |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2020 | Present |
| Financial Independence Group, Llc | Cornelius | NC | 11/2014 | 02/2023 |
| Financial Independence Group, Llc | Cornelius | NC | 02/2023 | Present |
Financial Independence Group, LLC Non Investment-related 19520 West Catawba Ave Ste 200 Cornelius, NC 28031 Insurance Marketing Organization (IMO) Director of Technology Innovation 11/2014-PRESENT 39.5 hours/week (approx. 158 hours/month) 35 hours/week during securities trading hours I am responsible for leading the software engineers and guiding them as we build innovative solutions for financial professionals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-13 |
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