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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-30 |
| TX | RA | APPROVED | 2024-07-30 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linden Thomas Advisory Services, Llc | Charlotte | NC | 02/2017 | 07/2022 |
| Aon Hewitt | Charlotte | NC | 08/2014 | 02/2017 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 07/2017 | 06/2018 |
| Lifeworth Financial | Charlotte | NC | 06/2022 | 05/2024 |
| Alphastar Capital Management, Llc | Cornelius | NC | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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