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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-24 |
| UT | RA | APPROVED | 2013-12-06 |
Branch Locations
189 S. State Street Suite 222, Clearfield, UT 84015 • United States
106 S 100 W Po Box 723, Brigham City, UT 84302 • 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 |
|---|---|---|---|---|
| Sln Financial, Inc. | Brigham City | UT | 06/2013 | 06/2025 |
| Alphastar Capital Management, Llc | Cornelius | NC | 12/2013 | Present |
| Mountain Star Financial, Inc | Brigham City | UT | 06/2025 | Present |
1. OWNER: MOUNTAIN STAR FINANCIAL, INC. - PRESIDENT. INVESTMENT RELATED SALES OF INSURANCE PRODUCTS, FIXED ANNUITIES, LIFE INSURANCE, LTC, MEDICARE SUPPLEMENT, FINAL EXPENSE TO COMPLETE CLIENTS' FINANCIAL PROGRAMS. THIS IS DONE IN CONNECTION WITH THE SECURITIES BUSINESS WITH ALPHA STAR. APPROXIMATELY 60% OF HIS PROFESSIONAL TIME PER MONTH IS DEVOTED TO THIS OBA. They now have a secondary location at: 189 S. State Street, Suite 222, Clearfield, UT 84015. 2. Society For Financial Awareness (SOFA)- Speaker/Teacher; Non-investment related; 3655 Ruffin Rd. Suite 230 San Diego, CA 92123; Educator of various financial related topics; 3.5 hours per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-05 |
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