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Current Employers
Alphastar Capital Management

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-08-29
  • NE RA
    APPROVED
    Since 2024-08-29

Branch Locations

1919 S 40Th St. Suite 318, Lincoln, NE 68506 • United States

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • 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
Financial Management, Inc. Dba Envision Retirement Solutions Lincoln NE 09/1994 Present
Virtue Capital Management, Llc Naples FL 03/2015 09/2023
Brookstone Wealth Advisors, Llc Wheaton IL 08/2023 08/2024
Alphastar Capital Management, Llc Cornelius NC 08/2024 Present
Previous Registrations
  • 2023-09-19 → 2024-08-23
    Lincoln, NE
    Wheaton, IL
  • 2015-03-26 → 2023-09-11
    Naples, FL
    Brentwood, TN
    Lincoln, NE
  • 2015-01-02 → 2015-03-27
    Lincoln, NE
    Ft. Lauderdale, FL
  • 2007-08-14 → 2014-12-31
    Resource Horizons Investment Advisory, Inc.
    Lincoln, NE
  • 1998-07-31 → 2007-08-10
    Securities America Advisors, Inc.
    Lincoln, NE
Other Businesses

(1) FINANCIAL MANAGEMENT, INC DBA ENVISION RETIREMENT SOLUTIONS, Title: OWNER/PRESIDENT/AGENT, Description: FINANCIAL PLANNING FIRM, Start Date: 06-16-1994, Address: LINCOLN, NE, Investment-related? YES, Hours per month: 80; During trading hours: 80. (2) MYSTIC PINES, Title: PASSIVE OWNER, Description: PASSIVE REAL ESTATE INVESTMENT, Start Date: 7/1/2007, Address: LINCOLN, NE, Investment-related? NO, Hours per month: 1, During trading hours: 1 (3) ELKHORN COMMERCIAL, LLC, Title: PASSIVE OWNER, Description: COMMERCIAL REAL ESTATE, Start Date: 5/1/2010, Address: LINCOLN, NE, Investment-related? NO, Hours per month: 0, During trading hours: 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-13
  • S63 Uniform Securities Agent State Law Examination
    1996-05-13
Other Names
  • Nate L Clark
  • Nate L Clark

View on SEC IAPD

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