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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-02 |
Branch Locations
1085 Rockside Road, Parma, OH 44134 • 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 |
|---|---|---|---|---|
| Alphastar Capital Management | Cornelius | NC | 05/2026 | Present |
| Firestone Country Club | Akron | OH | 05/2021 | 08/2025 |
| Ohio University Finance Department | Athens | OH | 01/2025 | 12/2025 |
| Ken Stewart's Lodge | Richfield | OH | 06/2020 | 05/2021 |
| Student | Richfield | OH | 05/2016 | 06/2020 |
| North Coast Financial Consultants | Akron | OH | 05/2026 | Present |
| Student | Athens | OH | 08/2025 | 05/2026 |
a. North Coast Financial Consultants b. Nature of the business – Insurance and Annuity Sales c. Position – Insurance Producer d. May 8th, 2026 e. Approximate # of hours a month – 20 f. During trading hours – 10 g. Licensed insurance producer affiliated with North Coast Financial Consultants. Duties will include assisting clients with the evaluation and placement of life insurance, annuity, and related insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-06 |
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