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108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 03/2016 | 10/2023 |
| Advanced Wealth Strategies, Inc. | Cornelius | NC | 01/2013 | Present |
| Everstar Asset Management, Llc | Mooresville | NC | 11/2023 | Present |
INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES Devotes 40% of Hours During Trading Hours Fruitful Roots Brewing, LLC/Non-investment related/Owner & Partner/Devotes 0% of hours during trading hours Aspiration Adventures, LLC/Non-investment related/Owner & Partner/Devotes 0% of hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-29 |
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