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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-10 |
Branch Locations
300 Executive Center Drive Suite 104, Greenville, SC 29615 • 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 |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 01/2024 | 12/2024 |
| Stewart Smith Financial | Greenville | SC | 09/2022 | 01/2026 |
| Momentvs Solar | Rancho Cucamonga | CA | 05/2022 | 05/2023 |
| Family First Life | Spartanburg | SC | 07/2023 | 09/2023 |
| Verde Restaurants | Mount Pleasant | SC | 08/2016 | 08/2021 |
| Student | Mount Pleasant | SC | 08/2013 | 05/2019 |
| Student | Hartsville | SC | 05/2019 | 05/2022 |
| Alphastar Capital Management | Cornelius | NC | 12/2024 | Present |
| Clearpath Retirement Planning, Llc | Greenville | SC | 01/2026 | Present |
1.) Clearpath Retirement Planning, LLC; Yes Investment Related; 300 Executive Center Dr, Ste 104, Greenville, SC 29615; Insurance Sales; POSITION Advisor; START DATE: 01/2026; Approx. 60 hours a month; Approx. 50 hours during trading; Insurance Sales and Services. 25% of his time is spent with insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
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