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Current Employers
Alphastar Capital Management

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-04-17
  • AZ RA
    APPROVED
    Since 2025-04-17

Branch Locations

6910 E Chauncey Lane Suite 230, Phoenix, AZ 85054 • United States

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Tree Estate Planning Phoenix AZ 01/2013 Present
Rjp Estate Planning Scottsdale AZ 05/2015 09/2017
Alphastar Capital Management Llc Cornelius NC 04/2025 Present
Camelback Wealth Management Chandler AZ 01/2025 Present
Camelback Estate Planning Chandler AZ 10/2011 Present
  • 01/2013 → Present
    Family Tree Estate Planning
    Phoenix, AZ
  • 05/2015 → 09/2017
    Rjp Estate Planning
    Scottsdale, AZ
  • 04/2025 → Present
    Alphastar Capital Management Llc
    Cornelius, NC
  • 01/2025 → Present
    Camelback Wealth Management
    Chandler, AZ
  • 10/2011 → Present
    Camelback Estate Planning
    Chandler, AZ
Other Businesses

Camelback Estate Planning; Not Investment-related; 2705 S. Alma School Rd, Suite 2, Chandler AZ 85286; Estate Planning business and minimal insurance-based products; Owner; 2011; 5-10 hours a month; 5-10 hours a month; provide Estate Planning and minimal insurance-based products to clients. Family Tree Estate Planning; not Investment related; 6910 E Chauncey Ln Ste 230 Phoenix, AZ 85054; Annuity business and estate planning; director of operations; 2017; 150-160 hours a month; 150-160 hours a month; oversee all inside appointment setters and outside sales agents on the estate planning side.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-01
  • S65 Uniform Investment Adviser Law Examination
    2024-11-01

View on SEC IAPD

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