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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-02 |
Branch Locations
108 Frederick St, Greenville, SC 29607 • 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 |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 08/2018 | 11/2023 |
| Lord And Richards Inc | Highlands Ranch | CO | 05/2018 | 12/2020 |
| Gibbs International, Inc. | Spartanburg | SC | 09/2013 | 05/2018 |
| R&R Financial Advisors | Greenville | SC | 12/2020 | 09/2025 |
| Brookstone Wealth Advisors | Wheaton | IL | 11/2023 | 11/2025 |
| Ironwood Financial Group | Greenville | SC | 09/2025 | Present |
| Alphastar Capital Management | Greenville | SC | 12/2025 | Present |
1.) Empower Law & Mediation, LLC. Not investment related. 3210 N Pleasantburg #1012 Greenville, SC 29609. Consultant. Start date 1/1/2025. About 2 hours per month. Reimbursement of marketing costs being paid back from law firm. 2.) Russell Community Church. Not investment related. 31 Calhoun Ave Greenville, SC 29617. Bookkeeper. Start date 1/1/2025. About 2 hours per month. Month end bookkeeping for church. 3) The name of the other business: Ironwood Financial Group Whether the business is investment-related: Yes Address of the other business: Greenville, SC 29607 Nature of the other business: Insurance Sales Position, title, or relationship with the other business: Managing Partner Start date of the relationship: 09/2025 Approximate number of hours/month devoted to the other business: 16 Number of hours devoted to the other business during securities trading hours: 16 Description of Duties: analyzing, managing, and recommending life insurance and fixed annuity products for our clients. 4) The name of the other business: Stokes CPA Whether the business is investment-related: No Address of the other business: Greenville, SC 29607 Nature of the other business: CPA Firm Position, title, or relationship with the other business: Financial Coach Start date of the relationship: 08/01/2025 Approximate number of hours/month devoted to the other business: 5 Hours Number of hours devoted to the other business during securities trading hours: 3 Hours Description of Duties: Assisting CPA clients with Financial Related questions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-28 |
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