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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-02 |
| CA | RA | APPROVED | 2019-01-14 |
| FL | RA | APPROVED | 2018-08-30 |
Branch Locations
5301 N Federal Hwy Suite 170, Boca Raton, FL 33487 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Ft. Lauderdale | FL | 08/2009 | 08/2018 |
| Massmutual Life Insurance Company | Ft Lauderdale | FL | 08/2009 | 02/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 08/2018 | Present |
| Wealthcare Financial | Boca Raton | FL | 04/2016 | Present |
(1)Name: Shaun Tarzy Inv rel: Y Add: 10981 Ravel Ct Boca Raton FL 33498 Nature: NonMMLIA Insurance Brokerage Position: Ownership/Agent Start date: 11/13/2013 No. HR/MO: 80 No. HR/MO during sec trading: 0 Describe duties: Individual Life (2) WealthCare Financial - Managing Partner - 5301 N Federal Highway Suite 170, Boca Raton FL 33487 - Investment Related - Selling Insurance Products and Services 50% of the time (80 hours/month) (2)NAME: TARZAN FINANCIAL INV REL: Y ADD: 10981 RAVEL CT. BOCA RATON, FL 33498 NATURE: OTHER TAXES POSITION: OWNER, AGENT START DATE: 7/1/2016 NO HRS/MO: 0 NO HRS/MO TRADING TIME: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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