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255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-30 |
Branch Locations
255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Simpsonville, SC • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Charles Schwab Bank | Greenville | SC | 01/2000 | 01/2017 |
| Novus Advisors | Greenville | SC | 01/2017 | 06/2025 |
| Blue Star Wealth Management Llc | Lake Mary | FL | 06/2025 | Present |
Blue Star Wealth Management LLC; Yes; same as adviser; dba under which advisory services are offered; member; member; 2017; all; all; provide advisory services of Novus Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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