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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-04-12 |
Branch Locations
2411 N Hillcrest Pkwy Suite 12, Altoona, WI 54720 • 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 |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 09/2018 | 10/2019 |
| Physicians Mutual Insurance Company | Madison | WI | 07/2013 | Present |
| Keystone Financial | Eau Clarie | WI | 09/2018 | 03/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2019 | 03/2022 |
| Alphastar Capital Management Llc | Cornelius | NC | 04/2022 | Present |
1. Physicians Mutual Insurance Company; YES Insurance RELATED; 708 River Place Madison, WI 53716; INSURANCE SALES; Insurance Agent; START DATE 07/2013; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. Good Works REI, LLC; Not investment related; 18845 64th Ave. Chippewa Falls, WI 54729; Real estate business; Member; Start Date 09/2023; Approx. 4 hrs/mon; Approx. 4 hrs/mon during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-27 |
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