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Advisor at ALPHASTAR CAPITAL MANAGEMENT
Kankakee, IL | 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 |
|---|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Jan 6, 2022 | n/a | yes | CORNELIUS, NC|Kankakee, IL | Current employment |
| ROOTED WEALTH ADVISORS | Independent wealth | May 4, 2021 | Sep 1, 2021 | no | BOURBONNAIS, IL | Previous registration |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | May 18, 2020 | Sep 7, 2021 | no | CHAMPAIGN, IL|ORLAND PARK, IL|BLOOMINGTON, IL|Bourbonnais, IL | Previous registration |
| WALL STREET FINANCIAL GROUP, INC. | Independent wealth | Jan 25, 2018 | Apr 21, 2020 | no | Bourbonnais, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | ROOTED WEALTH ADVISORS | Sep 7, 2021 | May 4, 2021 | -126 | Firm change after gap | Ibd to new firm |
| ROOTED WEALTH ADVISORS | ALPHASTAR CAPITAL MANAGEMENT | Sep 1, 2021 | Jan 6, 2022 | 127 | Firm change | RIA to RIA |
| WALL STREET FINANCIAL GROUP, INC. | AE WEALTH MANAGEMENT, LLC | Apr 21, 2020 | May 18, 2020 | 27 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:313759:IL:2021-09-07 | Sep 7, 2021 | May 4, 2021 | BOURBONNAIS, IL | Firm change after gap |