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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Sterling Capital Management, Llc | Charlotte | NC | 09/2018 | 05/2025 |
| Cambridge Associates, Llc | Arlington | VA | 08/2005 | 04/2018 |
| Alphastar Capital Management | Charlotte | NC | 06/2025 | Present |
| Sabbatical | Charlotte | NC | 05/2018 | 08/2018 |
| Alphastar Capital Management | Charlotte | NC | 02/2026 | Present |
Co-President of Alphastar Capital Management, LLC; Start date - June 2025; >95% of time devoted to this role.
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