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Advisor at FOURSTAR WEALTH ADVISORS, LLC
CHICAGO, IL | Wayne, NJ
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 | Nov 30, 2022 | n/a | yes | CHICAGO, IL|Wayne, NJ | Current employment |
| CANTELLA & CO., INC. | Former SEC adviser | Jan 19, 2018 | Nov 30, 2022 | no | Nanuet, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 19, 2018 | no | PARAMUS, NJ | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jun 10, 2005 | Jun 1, 2009 | no | RIDGEWOOD, NJ|PARAMUS, NJ|RIDGEWOOD, NJ | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Jan 19, 2004 | Jun 23, 2005 | no | WEST PATERSON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CANTELLA & CO., INC. | FOURSTAR WEALTH ADVISORS, LLC | Nov 30, 2022 | Nov 30, 2022 | 0 | Firm change | Ibd to RIA |
| MORGAN STANLEY | CANTELLA & CO., INC. | Jan 19, 2018 | Jan 19, 2018 | 0 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| RBC CAPITAL MARKETS, LLC | CITIGROUP GLOBAL MARKETS INC. | Jun 23, 2005 | Jun 10, 2005 | -13 | Firm change | Other |