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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
4076 E. Sr 44, Wildwood, FL 34785 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Wealth Management Llc. | The Villages | FL | 05/2020 | 11/2020 |
| Parady Financial Group, Inc. | The Villages | FL | 05/2020 | 11/2020 |
| Ethos Energy Inc. | Houston | TX | 09/2018 | 04/2020 |
| Pilot Turbine Services, Llc. | The Villages | FL | 02/2008 | 09/2018 |
| Changepath, Llc | Leawood | KS | 12/2020 | 08/2021 |
| Tb Financial Group, Llc | Fruitland Park | FL | 11/2020 | 02/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2021 | 04/2022 |
| Alphastar Capital Management, Llc | Cornelius | NC | 04/2022 | Present |
| Securenet Tax, Llc | Wildwood | FL | 08/2023 | Present |
| Securenet Financial, Llc | Wildwood | FL | 01/2022 | Present |
| Pilot Financial Services, Llc | Wildwood | FL | 04/2022 | 08/2024 |
| Securenet Wealth, Llc (Previously Pilot Financial Services, Llc) | Wildwood | FL | 08/2024 | Present |
1. Securenet Financial, LLC; INVESTMENT RELATED; 3745 Vineland Ave, The Villages, FL, 32163. LIFE INSURANCE AND ANNUITY SALES; Chief Executive Officer; SINCE 01/2022; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING. 2. Securenet Tax, LLC; Not Investment related; 4076 E. SR 44, Wildwood, FL 34785. Tax Prep and Planning Services; Owner; Since 08/2023; Approx. 2hrs/month; Approx. 0hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-15 |
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