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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-25 |
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 | 01/2021 | Present |
| Financial Independence Group | Cornelius | NC | 11/2019 | Present |
| Financial Independence Group | Cornelius | NC | 01/2015 | Present |
As the COO of Financial Independence Group (FIG), I am responsible for the strategic direction of operations and technology of the company. FIG is an insurance marketing organization focused on fixed annuities, life insurance, and long term care. My primary focus within this organization is technology. Furthermore, this is a full-time position where I spend at least 40 hours a week focused on.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-25 |
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