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Advisor at EVERSTAR ASSET MANAGEMENT, LLC
Mooresville, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EVERSTAR ASSET MANAGEMENT, LLC | Independent wealth | Jun 6, 2021 | n/a | yes | Mooresville, NC | Current employment |
| CWA ASSET MANAGEMENT GROUP | Independent wealth | Jul 8, 2015 | May 28, 2021 | no | MOORESVILLE, NC|NAPLES, FL | Previous registration |
| HAYDEN HARPER WEALTH ADVISORY, LLC | Independent wealth | Jul 5, 2012 | Jul 7, 2015 | no | INDIAN LAND, SC|CHARLOTTE, NC | Previous registration |
| REGIS ASSET MANAGEMENT LLC | n/a | Jan 4, 2010 | Jul 3, 2012 | no | n/a | Previous registration |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Independent wealth | Jun 14, 2006 | Sep 10, 2007 | no | WATERLOO, IA|WATERLOO, IA|ROCKY RIVER, OH|WESTLAKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWA ASSET MANAGEMENT GROUP | EVERSTAR ASSET MANAGEMENT, LLC | May 28, 2021 | Jun 6, 2021 | 9 | Firm change | RIA to RIA |
| HAYDEN HARPER WEALTH ADVISORY, LLC | CWA ASSET MANAGEMENT GROUP | Jul 7, 2015 | Jul 8, 2015 | 1 | Firm change | Other |
| REGIS ASSET MANAGEMENT LLC | HAYDEN HARPER WEALTH ADVISORY, LLC | Jul 3, 2012 | Jul 5, 2012 | 2 | Firm change | Other |
| FSB PREMIER WEALTH MANAGEMENT, INC. | REGIS ASSET MANAGEMENT LLC | Sep 10, 2007 | Jan 4, 2010 | 847 | Firm change after gap | Other |