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Advisor at EVERSTAR ASSET MANAGEMENT, LLC
Cornelius, 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 | Jul 26, 2023 | n/a | yes | Cornelius, NC | Current employment |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Mar 24, 2020 | Jul 24, 2023 | no | CORNELIUS, NC|Charlotte, NC|Charlotte, NC | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jul 24, 2018 | Mar 24, 2020 | no | Charlotte, NC|char, NC | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jan 24, 2018 | Jul 31, 2018 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT | EVERSTAR ASSET MANAGEMENT, LLC | Jul 24, 2023 | Jul 26, 2023 | 2 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | ALPHASTAR CAPITAL MANAGEMENT | Mar 24, 2020 | Mar 24, 2020 | 0 | Firm change | Ibd to RIA |
| PARK AVENUE SECURITIES LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 31, 2018 | Jul 24, 2018 | -7 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157423:313334:NC:2023-07-24 | Jul 24, 2023 | Jul 26, 2023 | CHARLOTTE, NC | Firm change |