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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-09 |
Branch Locations
6285 Shallowford Rd Suite 120, Lewisville, NC 27023 • 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 | 06/2023 | Present |
| Best Cartage | Kernersville | NC | 01/2012 | 12/2016 |
| Asset Guard Inc | Lewisville | NC | 01/2017 | Present |
Licensed independent insurance agent. I devote 15% of my professional time to insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
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