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Current Employers
Everstar Asset Management, Llc

108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-26
  • NC RA
    APPROVED
    Since 2026-03-26

Branch Locations

108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2026 → Present
    Mooresvilled, NC
  • 11/2005 → 07/2025
    American Equity Investmernt Life Insurance Company
    West Des Moines, IA
  • 07/2025 → 03/2026
    Unemployed
    Lancaster, SC
Other Businesses

Managing Partner of LifeBridge Wealth Solutions LLC in insurance and fixed annuities. Responsible for marketing and sales of fixed insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-16
  • S65 Uniform Investment Adviser Law Examination
    2026-03-16

View on SEC IAPD

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