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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-02 |
| NC | RA | APPROVED | 2021-08-04 |
Branch Locations
150 Fairview Road #130, Mooresville, NC 28117 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisory Group & Tax Planners Of Lake Norman | Mooresville | NC | 10/1994 | Present |
| Capital Investment Advisors, Inc (158099) | Huntersville | NC | 06/2011 | 09/2016 |
| Taylormade Custom Builders | Huntersville | NC | 06/2001 | Present |
| Ihn1, Llc | Huntersville | NC | 12/2011 | Present |
| Retirement Wealth Advisors, Inc. | Jenison | MI | 07/2014 | 06/2019 |
| Formula Folio Investments, Llc | Jenison | MI | 07/2014 | 06/2019 |
| Advisory Alpha, Llc | Holland | MI | 06/2019 | 07/2021 |
| Alphstar Capital Management, Llc | Cornelius | NC | 07/2021 | Present |
1) 06/2001 - PRESENT, TAYLORMADE CUSTOM BUILDERS, 202 GANNET DR, MOORESVILLE, NC 28117, OWNER/RESIDENTIAL BUILDING, HOURS DEDICATED: 5/WEEK (0/WEEK DURING TRADING HOURS) 2) 12/2011 - PRESENT, IHN 1, LLC, 123 MILROY LANE, MOORESVILLE, NC 28115, PARTNER/OWNER/PROPERTY BUSINESS, HOURS DEDICATED: 0/WEEK (0/WEEK DURING TRADING HOURS) 3) 10/1994 - PRESENT, CAPITAL ADVISORY GROUP & TAX PLANNERS OF LAKE NORMAN,403 GILEAD ROAD SUITE H HUNTERSVILLE, NC 28078, OWNER/INVESTMENT ADVISORY/INSURANCE, HOURS DEDICATED: 30/WEEK (30/WEEK DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 1998-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-06 |
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