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Advisor at FOURSTAR WEALTH ADVISORS, LLC
Oakbrook Terrace, IL | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| FOURSTAR WEALTH ADVISORS, LLC | Independent wealth | Feb 17, 2023 | n/a | yes | CHICAGO, IL|Oakbrook Terrace, IL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 19, 2018 | Jan 19, 2023 | no | Elmhurst, IL|SAN DIEGO, CA|ELMHURST, IL | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 7, 2007 | Jul 23, 2018 | no | OAKBROOK TERRACE, IL|ELMHURST, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | FOURSTAR WEALTH ADVISORS, LLC | Jan 19, 2023 | Feb 17, 2023 | 29 | Firm change | RIA to RIA |
| WOODBURY FINANCIAL SERVICES, INC. | LPL FINANCIAL LLC | Jul 23, 2018 | Jul 19, 2018 | -4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:169613:IL:2023-01-19 | Jan 19, 2023 | Feb 17, 2023 | ELMHURST, IL | Firm change |
| 421:6413:IL:2018-07-23 | Jul 23, 2018 | Jul 19, 2018 | ELMHURST, IL | Firm change |