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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-05-07 |
Branch Locations
25 Chatfield Dr, Litchfield, NH 03052 • 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, Llc | Cornelius | NC | 05/2024 | Present |
| Grimard Marton Wealth, Llc | Merrimack | NH | 04/2024 | Present |
| Grimard Marton Financial Group, Llc | Merrimack | NH | 01/2024 | Present |
| Grimard Financial Group | Merrimack | NH | 04/2022 | Present |
| Cruise Planners | Groton | MA | 08/2015 | Present |
| Crosscountry Mortgage | Westford | MA | 10/2019 | 04/2022 |
| Workers Credit Union | Fitchburg | MA | 01/2019 | 10/2019 |
| Holiday Inn Boxborough | Boxborough | MA | 06/2013 | 12/2016 |
| Labelle Winery | Amherst | NH | 09/2018 | 12/2018 |
| Groton Dunstable School District | Groton | MA | 09/2015 | 11/2017 |
(1) Grimard Marton Financial Group, LLC; not investment-related; 11 Continental Blvd, Merrimack, NH 03054; Independent Sales Insurance; Owner/insurance agent; I devote 40 hours per month to this business; 20 hours during market hours, (2) Grimard Financial Group, LLC, not investment-related; 11 Continental Blvd, Merrimack, NH 03054; Independent Sales Insurance; Insurance Agent; I devote 5 hours per month to this business; 3 hours during market hours. (3) Cruis Planners (franchise); not investment-related; 46 Whispering Brook Rd, Groton, MA 01450; Travel Agency; Owner; I devote 9 hours per month to this business; 4 hours during market hours,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
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