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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 | Oct 17, 2016 | n/a | yes | CHICAGO, IL|CHICAGO, IL | Current employment |
| KINGSVIEW WEALTH MANAGEMENT, LLC | Independent wealth | Jun 2, 2014 | Nov 3, 2016 | no | CHICAGO, IL | Previous registration |
| EVERETT WEALTH SOLUTIONS, INC | State registered | Jan 2, 2013 | Nov 17, 2015 | no | FOREST PARK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | FOURSTAR WEALTH ADVISORS, LLC | Nov 3, 2016 | Oct 17, 2016 | -17 | Firm change | Other |
| EVERETT WEALTH SOLUTIONS, INC | KINGSVIEW WEALTH MANAGEMENT, LLC | Nov 17, 2015 | Jun 2, 2014 | -533 | Firm change after gap | Other |