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19600 West Catawba Avenue Suite B200, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-13 |
Branch Locations
300 Executive Center Drive Suite 104, Greenville, SC 29615 • United States
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Euraupair Childcare | Jackson | MS | 03/2021 | 03/2023 |
| New Perspectives, Inc. | Ridgeland | MS | 06/2024 | 07/2024 |
| Stewart Smith Financial | Greenville | SC | 04/2025 | 08/2025 |
| N/A | Greer | SC | 07/2024 | 04/2025 |
| N/A | Brandon | MS | 03/2023 | 06/2024 |
| Alphastar Capital Management | Greenville | SC | 08/2025 | Present |
| Stewart Smith Financial | Greenville | SC | 08/2025 | 01/2026 |
| N/A | Jackson | MS | 08/2015 | 03/2021 |
| Clearpath Retirement Planning, Llc | Greenville | SC | 01/2026 | Present |
Lara Bishop devotes 20 hours per month as an insurance agent. The name of the OBA is C;learpath Retirement Planning, LLC and her start date was 01/2026. She receives no compensation from this OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-10 |
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