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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-11 |
| OK | RA | APPROVED | 2023-07-11 |
Branch Locations
100 S Riverfront Drive Suite 400, Jenks, OK 74037 • 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, Llc | Cornelius | NC | 07/2023 | Present |
| Strong Family Financial, Llc | Jenks | OK | 09/2007 | Present |
| Home Sweet Realty, Llc | Mcpherson | KS | 04/2013 | Present |
| Borchers Financial Services, Llc | Jenks | OK | 09/2009 | Present |
| Strong Wealth Advisory Group, Llc | Jenks | OK | 08/2023 | Present |
(1) Strong Family Financial, LLC; 10% ownership; Agent/VP Finance/President, 1100 Riverwalk Terrace, Suite 220, Jenks, OK 74037; provides insurance services; devotes 30 hours per month to this business. (2) Another Perfect Property, 50% owner of rental properties; devotes 5 hours per month to this business. (3) Strongwealth Strategies, 40% owner; Estate planning/document prep; devotes 5 hours per month to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
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