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108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-26 |
Branch Locations
108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everstar Asset Management Llc | Mooresvilled | NC | 03/2026 | Present |
| American Equity Investmernt Life Insurance Company | West Des Moines | IA | 11/2005 | 07/2025 |
| Unemployed | Lancaster | SC | 07/2025 | 03/2026 |
Managing Partner of LifeBridge Wealth Solutions LLC in insurance and fixed annuities. Responsible for marketing and sales of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
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