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Advisor at FOURSTAR WEALTH ADVISORS, LLC
CHICAGO, IL | Barnstable, MA
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 11, 2019 | n/a | yes | Barnstable, MA|CHICAGO, IL | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jul 7, 2017 | Jun 14, 2019 | no | BURLINGTON, MA|HYANNIS, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 21, 2015 | Jan 4, 2017 | no | HYANNIS, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | FOURSTAR WEALTH ADVISORS, LLC | Jun 14, 2019 | Dec 11, 2019 | 180 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | COMMONWEALTH FINANCIAL NETWORK | Jan 4, 2017 | Jul 7, 2017 | 184 | Firm change | Wirehouse to ibd |