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Current Employers
Alphastar Capital Management

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-22
  • SC RA
    APPROVED
    Since 2026-01-22

Branch Locations

108 Frederick Street, Greenville, SC 29607 • United States

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 06/2021 06/2022
Lord And Richards Highlands Ranch CO 06/2021 06/2022
Upstate Exterior Experts, Llc Greenville SC 06/2020 05/2021
Forwarding People, Llc Greenville SC 12/2018 08/2019
Southern Advertising Greer SC 07/2017 01/2018
Spill The Beans Greenville SC 06/2016 07/2017
Bob Jones Academy Greenville SC 08/2005 05/2017
Bob Jones University Greenville SC 08/2017 05/2021
Alight Financial Advisors Lincolnshire IL 06/2022 12/2025
Ironwood Financial Group Greenville SC 01/2026 Present
Alphastar Capital Management Greenville SC 01/2026 Present
  • 06/2021 → 06/2022
    Topeka, KS
  • 06/2021 → 06/2022
    Lord And Richards
    Highlands Ranch, CO
  • 06/2020 → 05/2021
    Upstate Exterior Experts, Llc
    Greenville, SC
  • 12/2018 → 08/2019
    Forwarding People, Llc
    Greenville, SC
  • 07/2017 → 01/2018
    Southern Advertising
    Greer, SC
  • 06/2016 → 07/2017
    Spill The Beans
    Greenville, SC
  • 08/2005 → 05/2017
    Bob Jones Academy
    Greenville, SC
  • 08/2017 → 05/2021
    Bob Jones University
    Greenville, SC
  • 06/2022 → 12/2025
    Alight Financial Advisors
    Lincolnshire, IL
  • 01/2026 → Present
    Ironwood Financial Group
    Greenville, SC
  • 01/2026 → Present
    Greenville, SC
Previous Registrations
Other Businesses

the name of the other business; Iron Financial Group whether the business is investment-related; Yes the address of the other business; Greenville, SC the nature of the other business; Insurance Sales your position; Insurance Agent title, or relationship with the other business; Insurance Agent the start date of your relationship; 01/2026 the approximate number of hours/month you devote to the other business; 10 hours per month the number of hours you devote to the other business during securities trading hours; 10 hours per month and briefly describe your duties relating to the other business; insurance sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-17
S65 Uniform Investment Adviser Law Examination 2021-01-28
  • S63 Uniform Securities Agent State Law Examination
    2024-05-17
  • S65 Uniform Investment Adviser Law Examination
    2021-01-28
Other Names
  • Jay Wynn
  • James Wynn
  • James Lincoln Wynn

View on SEC IAPD

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