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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-06 |
| AL | RA | APPROVED | 2024-01-26 |
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 |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2024 | Present |
| United Benefits Wealth | Florence | AL | 12/2023 | Present |
| United Benefits Insurance | Florence | AL | 11/2023 | 12/2024 |
| The Locals Ice, Llc | Florence | AL | 12/2022 | 01/2026 |
| The Locals Al's, Llc | Florence | AL | 01/2021 | Present |
| Bank Independent | Florence | AL | 01/2021 | 11/2023 |
| Bank Independent | Florence | AL | 09/2017 | 01/2021 |
| Bank Independent | Florence | AL | 08/2016 | 08/2017 |
| United Benefits Insurance | Florence | AL | 03/2024 | Present |
1. United Benefits Insurance; investment related; 3295 County Rd 47 Florence, AL 35630; (1) insurance agent starting 04/2024, and (2) Director of United Benefits Insurance starting 01, 2024; 0hrs/month during non-trading hours; 80hrs/month during trading hours; Help to implement internal process and clean up workflows regarding annual reviews of existing book of annuity business, and serve as insurance agent. 2. The Locals AL's, LLC; Non-investment related; 1801 Palmer St Florence, AL 35630; flipping and renovating rental properties; Part-Owner and Landlord; 01/2021; 5hrs/month during non-trading hours; 5hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-27 |
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