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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-29 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Spokane, WA • 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 |
| Black Sand Investments | Spokane | WA | 01/2026 | Present |
| Devries Financial Inc. | Spokane | WA | 10/2025 | Present |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 01/2026 | Present |
| Code Financial Services | Liberty Lake | WA | 11/2021 | Present |
| Acceleration Physical Therapy | Spokane | WA | 08/2015 | 10/2021 |
The name of the other business - Black Sand Investments Whether the business is investment-related Yes. BSI is the customer-facing investment company brand. Address of the other business 522 W. Riverside Ave, Ste N, Spokane, WA 99201 Nature of the other business Customer-facing investment arm of BSCG. Position, title, or relationship with the other business Contractor Start date of the relationship 1/1/26. Approximate number of hours/month devoted to the other business No history to draw from, time will be as needed. Number of hours devoted to the other business during securities trading hours Time spent working for BSI is as needed, up to full time. Other accouting work can be done outside of business hours. Description of Duties All investment related activities (BD and IAR). The name of the other business - DeVries Financial Inc. Whether the business is investment-related Yes, but not solely investment-related. It is the company that I am paid from for all financial and insurance activity. Address of the other business 8610 N Pamela St. Spokane, WA 99208 Nature of the other business Accounting, insurance and investments Position, title, or relationship with the other business DFI is contracted by Code Financial for accounting services, and by BSI for investment activities. Start date of the relationship 10/7/2025 - date of inception Approximate number of hours/month devoted to the other business 40 hours per week Number of hours devoted to the other business during securities trading hours Based on demand, Description of Duties Accounting, investing and occasional insurance business. The name of the other business – Code Financial Services Whether the business is investment-related - No Address of the other business – Liberty Lake, WA Nature of the other business – Accounting Position, title, or relationship with the other business – Junior Accountant Start date of the relationship – 11/2021 Approximate number of hours/month devoted to the other business – 160 hours Number of hours devoted to the other business during securities trading hours – 160 hours Description of Duties Fractional bookkeeping/accounting and controller work. DFI is a contractor for Code Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-30 |
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