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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-03 |
Branch Locations
205 S Stratford Road, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Wealth Management | Winston Salem | NC | 03/1997 | Present |
| Horter Investment Management | Cincinnati | OH | 02/2017 | 12/2019 |
| Alphastar Capital Management, Llc | Cornelius | NC | 12/2019 | Present |
USA WEALTH MANAGEMENT, Investment Related, 205 South Stratford Road, Ste. 216 Winston-Salem, NC 27103 Insurance and Annuity Sales, President 03/1997 ; 120 Hours/ Month 120 Hours/ Month During Trading Hours - Duties Include Offering Insurance and Annuity Products and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-21 |
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