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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Ufc | Clearwater | FL | 12/2014 | 11/2020 |
| Strategic Alliance Wealth Group | Clearwater | FL | 12/2020 | Present |
| Clarity Wealth, Inc. | Clearwater | FL | 04/2022 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 07/2023 | Present |
| Strategic Alliance Wealth Planners | Clearwater | FL | 07/2023 | Present |
Clarity Wealth Inc and Strategic Alliance Wealth Planners; Insurance Agent; non-investment related; 2122 Burlington Ave N Saint Petersburg, FL 33713; fixed insurance sales since 07/2023; 80 hours per month during non-securities hours. 100% ownership of a retirement workshop, charging $39 per attendee; less than 1% of time is spent as a course presenter. Investment related content.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-17 |
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