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Advisor at ALPHASTAR CAPITAL MANAGEMENT
Boiling Springs, SC | 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 | Aug 31, 2022 | n/a | yes | CORNELIUS, NC|Boiling Springs, SC | Current employment |
| SHANKLAND FINANCIAL ADVISORS, LLC | Independent wealth | Sep 13, 2019 | Sep 24, 2020 | no | FLAT ROCK, NC | Previous registration |
| INTEGRATED FINANCIAL STRATEGIES, LLC | No RAUM reported | Jan 8, 2019 | Sep 5, 2019 | no | ASHVILLE, NC|FORT LAUDERDALE, FL | Previous registration |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Feb 13, 2018 | Dec 31, 2018 | no | SYLVA, NC|RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHANKLAND FINANCIAL ADVISORS, LLC | ALPHASTAR CAPITAL MANAGEMENT | Sep 24, 2020 | Aug 31, 2022 | 706 | Firm change after gap | RIA to RIA |
| INTEGRATED FINANCIAL STRATEGIES, LLC | SHANKLAND FINANCIAL ADVISORS, LLC | Sep 5, 2019 | Sep 13, 2019 | 8 | Firm change | RIA to RIA |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | INTEGRATED FINANCIAL STRATEGIES, LLC | Dec 31, 2018 | Jan 8, 2019 | 8 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165007:139562:FL:2019-09-05 | Sep 5, 2019 | Sep 13, 2019 | FORT LAUDERDALE, FL | Firm change |