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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-22 |
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
400 2Nd Street S, Suite 230, Hudson, WI 54016 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Saint Paul | MN | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Paul | MN | 11/2016 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Paul | MN | 09/2022 | 07/2023 |
| Coldwell Banker/ Nrt Llc | Hudson | WI | 06/2021 | 07/2022 |
| Nor-Lake Incorporated | Hudson | WI | 04/2022 | 05/2022 |
| Wal-Mart | Hudson | WI | 11/2021 | 01/2022 |
| Alphastar Capital Management, Llc | Cornelius | NC | 10/2023 | Present |
| Principal Preservation Services, Llc | Hudson | WI | 10/2023 | Present |
| Altman Real Estate, Llc | Hudson | WI | 06/2014 | Present |
| Principal Wealth Services, Llc | Hudson | WI | 10/2023 | Present |
1. RENTAL PROPERTY; INVESTMENT RELATED; HUDSON, WI; LANDLORD; START DATE 09/21/2009; 2 HOURS PER MONTH/0 DURING TRADING. 2. RENTAL PROPERTY; INVESTMENT RELATED; HUDSON, WI; LANDLORD; START DATE 02/27/2012; 2 HOURS PER MONTH/0 DURING TRADING. 3. Principal Preservation Services, LLC. Non-Investment Related (Insurance). Position: Agent and devotes 16 professional hours per month. 4. Principal Wealth Services, LLC. Investment related. Position: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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