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Advisor at FOURSTAR WEALTH ADVISORS, LLC
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 | Jul 7, 2021 | n/a | yes | CHICAGO, IL | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Dec 5, 2016 | Jun 25, 2021 | no | CHICAGO, IL | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 28, 2013 | Apr 22, 2015 | no | Deerfield, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | FOURSTAR WEALTH ADVISORS, LLC | Jun 25, 2021 | Jul 7, 2021 | 12 | Firm change | Ibd to RIA |
| MORGAN STANLEY | OPPENHEIMER & CO. INC. | Apr 22, 2015 | Dec 5, 2016 | 593 | Firm change after gap | Other |