DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOURSTAR WEALTH ADVISORS, LLC
CHICAGO, IL | Sparta, 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 | Oct 24, 2023 | n/a | yes | Sparta, NJ|CHICAGO, IL | Current employment |
| FORTIS CAPITAL ADVISORS, LLC | Independent wealth | Apr 4, 2023 | Sep 27, 2023 | no | Sparta Township, NJ|PRAIRIE VILLAGE, KS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 9, 2021 | Mar 22, 2023 | no | EAST BRUNSWICK, NJ|EAST BRUNSWICK, NJ|FORT MILL, SC|EAST BRUNSWICK, NJ | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Feb 22, 2019 | Sep 21, 2021 | no | Parsippany, NJ|Melville, NY|Parsippany, NJ | Previous registration |
| RONALD GELOK & ASSOCIATES, LLC | State registered | Feb 15, 2018 | Feb 18, 2019 | no | NAPLES, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Mar 23, 2017 | Jan 4, 2018 | no | PARSIPPANY, NJ|SARASOTA, FL | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Dec 10, 2014 | Mar 16, 2017 | no | FAIRFIELD, NJ | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Aug 8, 2013 | Dec 22, 2014 | no | NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 12, 2010 | Jul 17, 2013 | no | FLORHAM PARK, NJ | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 6, 2008 | Mar 10, 2009 | no | NEW YORK, NY | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 1, 2007 | Oct 12, 2007 | no | FLORHAM PARK, NJ | Previous registration |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1137:6413:NJ:2021-09-21 | Sep 21, 2021 | Sep 9, 2021 | PARSIPPANY, NJ | Firm change |
| 132070:290950:FL:2018-01-04 | Jan 4, 2018 | Feb 15, 2018 | SARASOTA, FL | Firm change |