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1274 Kittredge Ct, Atlanta, GA 30329 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-17 |
| GA | RA | APPROVED | 2025-03-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 10/2015 | 02/2018 |
| Mainstreet Financial Advisory Group, Llc | Atlanta | GA | 01/2017 | Present |
| Planners Alliance Llc | Holland | MI | 02/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | 03/2025 |
| Mainstreet Financial Education, Inc. | Atlanta | GA | 01/2020 | Present |
| Mainstreet Financial Group, Llc | Atlanta | GA | 03/2025 | Present |
1) Mainstreet Financial Advisory Group; Investment-related; 1274 Kittredge Court, Atlanta, GA 30329; Insurance agency; President; 03/2010; Approx. 20 hours/month; Approx. 5 hours/month during trading hours; Discuss insurance as a strategy for mitigating risk in a client income plan, host retirement seminars and client events, etc. 2) Ruth Goldstein; Investment-related; 1274 Kittredge Court, Atlanta, GA 30329; Insurance agency; Licensed insurance agent; 03/2010; Approx. 20 hours/month as President of Mainstreet Insurance Group; Approx. 5 hours/month during trading hours as President of Mainstreet Financial Group, LLC; Discuss insurance as a strategy for mitigating risk in a client income plan, host retirement seminars and client events, etc. 3) Mainstreet Financial Education, Inc.; Not investment-related; 1274 Kittredge Court, Atlanta, GA 30329; Financial literacy workshops and seminars; Director; 01/2020; Approx. 10 hours/month; Approx. 4 hours/month during trading hours; Provide seminars and workshops for individuals that cover retirement, investment, college funding, social security benefits, and Medicare insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-08 |
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