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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-18 |
Branch Locations
1819 Main Street Suite 260, Sarasota, FL 34239 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Strategic Wealth Investment Group, Llc | Louisville | KY | 05/2014 | 01/2025 |
| Strategic Wealth Investment Group, Llc | Louisville | KY | 12/2017 | 01/2025 |
| Prime Capital Financial | Overland Park | KS | 02/2025 | 10/2025 |
| Alphastar Capital Management, Llc | Cornelius | NC | 10/2025 | Present |
| Stanley Wealth & Retirement | Sarasota | FL | 02/2026 | Present |
1.Stanley Wealth & Retirement, President, consulting company on business strategies. Not investment related. 5120 Marina Way unit 16002 Tampa FL 33611 Start date 2016. 0 hour per month, 0 trading hours. 2.Stanlease, President, a leasing company. Not investment related. 5120 Marina Way unit 16002 Tampa FL 3361. Start date 2016. 2 hours a month, 0 trading hours. 3.DR Stanley Enterprises, President, Not Investment Related, Consulting and coaching business, 5120 Marina Way unit 16002 Tampa FL 33611, Started June 2022, 2 hours a month, 0 trading hours. 4.WhiteStan Properties LLC, President/Investor, Not Investment Related, 5120 Marina Way unit 16002 Tampa FL 33611, House Flipping business, Started April 2023, 1 hour a month, 0 trading hours. 5.Insurance Agent, Health and Life Insurance, Investment Related, 2282 Killearn Center Blvd., Suite D, Tallahassee, FL 32309. Started May 2014. 80 hours per month, 6 trading hours per day. 6.Double D Yachting, President, not investment related, charter yachts, 5120 Marina Way, Unit 16002, Tampa, FL 33611. Started 02/2023, 0 hours per month, 0 hours during trading. 7.Stanley Garage LLC, Owner, Garage building, Not investment related, 5120 Marina Way, Unit 16002, Tampa, FL 33611. Started 05/2024, 0 hours per month, 0 trading hours. 8.Stanley Performance, Owner, Race team, Not investment related, 5120 Marina Way, Unit 16002, Tampa, FL 33611. Started 05/2024, 0 hours per month, 0 trading hours. 9.SK Development, Owner, building rental for Picasso Cannabis, Not investment related, 5120 Marina Way, Unit 16002, Tampa, FL 33611. Started 2024, 0 hours per month, 0 trading hours. 10. Picasso Cannabis, Investor 44%/partner, medicinal cannabis. Not investment related, 2401-B Bardstown Road - Louisville, KY 40205, Start date 2024, 12 hours per month, 0 trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-01 |
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