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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-23 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
1715 Indian Wood Circle Suite 200, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowling Green State University | Bowling Green | OH | 10/2001 | 07/2020 |
| Modern Woodmen Of America | Rock Island | IL | 08/2020 | 07/2023 |
| Mwa Financial Services Inc | Rock Island | IL | 05/2021 | 07/2023 |
| Self Employed | Bowling Green | OH | 11/2021 | 11/2022 |
| Mcintire Retirement Services | Bowling Green | OH | 07/2023 | 08/2025 |
| Alphastar Capital Management | Maumee | OH | 10/2025 | Present |
| Holliday Wealth Partners | Maumee | OH | 09/2025 | Present |
| Brookstone Capital Management, Llc | Bowling Green | OH | 04/2025 | 08/2025 |
Holliday Wealth Partners Agent- Investment Related, Maumee, OH - Insurance Agent - 10/2025 - 80 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-29 |
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