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3130 W. Maple Loop Dr Suite 130, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-20 |
| TX | RA | APPROVED | 2022-10-31 |
Branch Locations
3130 W. Maple Loop Dr Suite 130, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Managment, Llc | Cornelius | NC | 05/2016 | 07/2017 |
| Arbor Mutual | Houston | TX | 05/2015 | 11/2016 |
| Northstar Wealth Management, Inc. | Katy | TX | 10/2016 | Present |
| Fort Advisors, Inc. | Austin | TX | 11/2018 | 04/2019 |
| Advisory Alpha, Llc | Katy | TX | 03/2020 | 11/2022 |
| Northstar Wealth Management, Agency | Katy | TX | 07/2022 | Present |
| Pyxis Capital, Inc | Lehi | UT | 05/2022 | Present |
| Sowell Management Services | Little Rock | AR | 07/2017 | 03/2020 |
(1) NorthStar Wealth Management Inc.; Investment-related; 633 E. Fernhurst Dr. Suite 301 Katy, TX 77450; Wealth management; Owner/President; 10/2016; 80 hours/month; 80 hours/month during trading hours; provides insurance services. (2) Cake Partnership, LLC; Not Investment-related; 17715 Sedona Way, Cornelius, NC 28078; Cake Partnership provides support for insurance agents and agencies; Member; 08/2022; Approx. less than 5 hours/month; Approx. less than 5 hours/month during trading hours; Duties - none.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-18 |
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