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Michael Allen Carpenter

Alphastar Capital Management

Lewisville, NC

Cornelius, NC

CRD 7764342

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Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Alphastar Capital Management

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-06-09
  • NC RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alphastar Capital Management Cornelius NC 06/2023 Present
Best Cartage Kernersville NC 01/2012 12/2016
Asset Guard Inc Lewisville NC 01/2017 Present
  • 06/2023 → Present
    Alphastar Capital Management
    Cornelius, NC
  • 01/2012 → 12/2016
    Best Cartage
    Kernersville, NC
  • 01/2017 → Present
    Asset Guard Inc
    Lewisville, NC
Other Businesses

Licensed independent insurance agent. I devote 15% of my professional time to insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-30
  • S65 Uniform Investment Adviser Law Examination
    2023-05-30

View on SEC IAPD

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