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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
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