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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
5301 N Federal Hwy Suite 170, Boca Raton, FL 33487 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management | Cornelius | NC | 08/2026 | Present |
| Wealthcare Financial | Boca Raton | FL | 12/2020 | Present |
| Student | Boca Raton | FL | 08/2016 | 12/2020 |
a. the name of the other business; Wealthcare Financial b. whether the business is investment-related; Yes c. the address of the other business; Boca Raton, FL d. the nature of the other business; help clients with insurance as requested from clients e. your position; Wealth Planner f. title, or relationship with the other business; agent g. the start date of your relationship; 12/1/20 h. the approximate number of hours/month you devote to the other business; varies, could range from 0-6 hours i. the number of hours you devote to the other business during securities trading hours; varies, could range from 0-6 hours j. and briefly describe your duties relating to the other business; only does insurance when a client requests it but it’s a very small part of the business done directly through wealthcare
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
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