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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
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 | Cornelius | NC | 06/2026 | Present |
| Brookstone Wealth Advisors, Llc | Houston | TX | 04/2024 | 07/2024 |
| Retirement Risk Advisors | Houston | TX | 07/2023 | Present |
| Ups | Houston | TX | 05/2022 | 07/2023 |
| Ups | Memphis | TN | 09/2021 | 07/2023 |
| Club 4 Fitness | Memphis | TN | 06/2021 | 05/2022 |
| Walmart | Springfield | UT | 01/2021 | 05/2021 |
| Ihop | Orem | UT | 08/2020 | 01/2021 |
| Ihop | Memphis | TN | 06/2020 | 08/2020 |
| Lifetime Fitness | Germantown | TN | 06/2020 | 08/2020 |
| Dorado Academy | Dorado | PR | 12/2015 | 05/2020 |
| Utah Valley University | Orem | UT | 08/2020 | 05/2022 |
| Western Governors University | Millcreek | UT | 04/2023 | 04/2026 |
| Student | Dorado | PR | 05/2014 | 05/2020 |
| Institute For Wealth Management Llc | Houston | TX | 07/2024 | Present |
Retirement Risk Advisors; Yes it is investment related; Katy, TX; Insurance and Annuity sales; Insurance Agent; Employee; 07/2023 start; 160 hours/month; 8; Clerical duties and Insurance/Annuity sales. Insurance activities selling life insurance and annuities from multiple companies. Commissions vary depending on the product and the company which we use.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-21 |
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