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19600 West Catawba Avenue Suite B200, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
Branch Locations
4076 East Sr 44, Wildwood, FL 34785 • United States
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Tampa | FL | 09/2022 | 02/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2023 | 11/2025 |
| Northwestern Mutual Investment Services Llc | Orlando | FL | 03/2023 | 11/2025 |
| Ameriprise Financial | Tampa | FL | 09/2022 | 02/2023 |
| First Baptist Church Of Umatilla | Umatiila | FL | 05/2018 | 09/2022 |
| Lake County Board Of County Commission | Tavares | FL | 10/2017 | 09/2018 |
| Christian Care Center | Leesburg | FL | 06/2015 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2023 | 11/2025 |
| Publix | The Villages | FL | 10/2023 | 03/2024 |
| Securenet Financial | Wildwood | FL | 11/2025 | Present |
| Alphastar Capital Management | Cornelius | NC | 03/2026 | Present |
| Securenet Wealth | Wildwood | FL | 11/2025 | Present |
the name of the other business; Securenet Financial whether the business is investment-related; Yes the address of the other business; Wildwood, FL the nature of the other business; Insurance Sales your position; Financial Advisor the start date of your relationship; 11/2025 the approximate number of hours/month you devote to the other business; 160 the number of hours you devote to the other business during securities trading hours; 160 and briefly describe your duties relating to the other business; insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
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