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16140 Northcross Drive, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-17 |
Branch Locations
16140 Northcross Drive, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tactical Investment Advisors, Llc | Huntersville | NC | 08/2022 | 06/2023 |
| Full Time Student | Boone | NC | 07/2011 | 06/2022 |
| Alphastar Capital Management Llc | Cornelius | NC | 07/2023 | 11/2024 |
| A4 Wealth Advisors Llc | Huntersville | NC | 01/2025 | Present |
| World Wide Financial Solutions, Llc Dba A4 Insurance Solutions | Huntersville | NC | 01/2025 | Present |
| Conrad Phillips, Sole Proprietor | Huntersville | NC | 12/2022 | Present |
(1) Conrad Phillips, Sole Proprietor; Yes; Huntersville, NCLife & Health Insurance agent;12/2022; 0 hour(s) per month during./ 0 non-securities hours. (2) World Wide Financial Solutions, LLC dba A4 Insurance Solutions; Yes; Huntersville, NC; Insurance Sales; Insurance Agent; 01/2025; 15/ HRS MO; 15/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-24 |
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