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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-05-07 |
Branch Locations
3295 County Road 47, Florence, AL 35630 • 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 | Cornelius | NC | 05/2024 | Present |
| United Benefits Wealth | Florence | AL | 05/2024 | Present |
| United Benefits Insurance | Florence | AL | 05/2023 | Present |
| University Of North Alabama | Florence | AL | 08/2020 | 12/2023 |
| United Benefits Insurance | Florence | AL | 06/2022 | 05/2023 |
| Jelco | Cullman | AL | 03/2020 | 07/2020 |
| Not Employed | Trinity | AL | 01/2014 | 03/2020 |
United Benefits Insurance (non-investment related); located at 3295 County Road 47, Florence, AL 35630; Insurance Agency; Employed as Benefits & Retirement Specialist from 05/2023; Approximately 32 business hours per month devoted to this business; Insurance Sales Agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
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