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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 | Dec 2, 2024 | n/a | yes | CHICAGO, IL | Current employment |
| RIVERPOINT WEALTH MANAGEMENT | Independent wealth | May 15, 2023 | Jun 3, 2024 | no | CHICAGO, IL | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Sep 14, 2021 | Feb 17, 2022 | no | Scottsdale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RIVERPOINT WEALTH MANAGEMENT | FOURSTAR WEALTH ADVISORS, LLC | Jun 3, 2024 | Dec 2, 2024 | 182 | Firm change | RIA to RIA |
| VANGUARD ADVISERS, INC. | RIVERPOINT WEALTH MANAGEMENT | Feb 17, 2022 | May 15, 2023 | 452 | Firm change after gap | Ibd to RIA |