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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-24 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
700 Tech Center Pkwy Ste 200-36, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paraclete Wealth Management | Newport News | VA | 05/2026 | Present |
| Paraclete Wealth Partners | Newport News | VA | 03/2022 | Present |
| Alphastar Capital Management | Cornelius | NC | 06/2026 | Present |
| Self- Employed | Newport News | VA | 03/2016 | Present |
• the name of the other business; Paraclete Wealth Management • whether the business is investment-related; Yes • the address of the other business; 700 Tech Center Parkway, Suite 200-36, Newport News, VA 23606 • the nature of the other business; investment side of the business • your position; CEO • title, or relationship with the other business; Owner/Operator & Lead Advisor • the start date of your relationship; May 22, 2026 (Series 65 pass date) • the approximate number of hours/month you devote to the other business - 50% • the number of hours you devote to the other business during securities trading hours 50% • and briefly describe your duties relating to the other business; along with serving as the CEO and a partner in this business, I provide investment advice and financial planning services to my clients. • the name of the other business; Paraclete Wealth Partners • whether the business is investment-related; no • the address of the other business; 700 Tech Center Parkway, Suite 200-36, Newport News, VA 23606 • the nature of the other business: Paraclete Wealth Partners is a marketing, consulting, and training organization that specializes in retirement planning strategies utilizing fixed index annuities and life insurance products • your position; Owner • title, or relationship with the other business; CEO • the start date of your relationship; March 18, 2022 / Start of business • the approximate number of hours/month you devote to the other business; 50% • the number of hours you devote to the other business during securities trading hours; 50% • and briefly describe your duties relating to the other business; Along with the duites that come with being the CEO of the company, I help educate individuals on retirement planning through classes and personal consultations, helping them explore strategies designed to create tax-efficient retirement income and long-term financial security
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
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