DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Boyd Barnhardt

Alphastar Capital Managementindependent RIACornelius, NcIA-onlyIAPD 5749201

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Boyd Barnhardt

At current firm

2 y

since Jul 30, 2024

In the industry

16 y

since Jun 25, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Alphastar Capital Management independent RIA current
since Jul 30, 2024 · Cornelius, Nc
Northwestern Mutual Investment Services,LLC no RAUM
Sep 12, 2022 to May 29, 2024 · Charlotte, Nc
Linden Thomas Advisory Services, LLC independent RIA
Jun 19, 2018 to Jul 8, 2022 · Charlotte, Nc
Wells Fargo Advisors wirehouse
Jul 6, 2017 to Jun 15, 2018 · Charlotte, Nc
Alight Financial Advisors, LLC independent RIA
Aug 22, 2014 to Mar 10, 2017 · Charlotte, Nc
UBS Financial Services Inc. wirehouse
Jun 17, 2011 to Jun 24, 2014 · Charlotte, Nc
Edward Jones national BD
Jul 1, 2010 to Feb 24, 2011 · Port Royal, Sc

Moves

a registration end followed by a registration begin elsewhere

Northwestern Mutual Investment Services,LLC to Alphastar Capital Management
left May 29, 2024, registered Jul 30, 2024 (62 days) · Other
Linden Thomas Advisory Services, LLC to Northwestern Mutual Investment Services,LLC
left Jul 8, 2022, registered Sep 12, 2022 (66 days) · Other
Wells Fargo Advisors to Linden Thomas Advisory Services, LLC
left Jun 15, 2018, registered Jun 19, 2018 (4 days) · Other · moved with a team
Alight Financial Advisors, LLC to Wells Fargo Advisors
left Mar 10, 2017, registered Jul 6, 2017 (118 days) · Other
UBS Financial Services Inc. to Alight Financial Advisors, LLC
left Jun 24, 2014, registered Aug 22, 2014 (59 days) · Other
Edward Jones to UBS Financial Services Inc.
left Feb 24, 2011, registered Jun 17, 2011 (113 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Boyd Barnhardt left Northwestern Mutual Investment Services,Llc for Alphastar Capital Management (registered 2024-07-30)
May 29, 2024 · Advisor changed firm · fact
Boyd Barnhardt left Linden Thomas Advisory Services, Llc for Northwestern Mutual Investment Services,Llc (registered 2022-09-12)
Jul 8, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address