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Advisor at FOURSTAR WEALTH ADVISORS, LLC
CHICAGO, IL | WHEATON, 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 | Feb 8, 2023 | n/a | yes | CHICAGO, IL|WHEATON, IL | Current employment |
| VIVALDI CAPITAL MANAGEMENT LP | Former SEC adviser | Feb 21, 2019 | Feb 3, 2023 | no | CHICAGO, IL | Previous registration |
| FIDUCIARY FINANCIAL PARTNERS, LLC | Independent wealth | Feb 22, 2011 | Jul 2, 2018 | no | WHEATON, IL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2008 | Feb 16, 2011 | no | WHEATON, IL|OAKBROOK TERRACE, IL | Previous registration |
| J.P. MORGAN SECURITIES INC. | n/a | Sep 27, 2006 | Oct 1, 2008 | no | WHEATON, IL | Previous registration |
| BANC ONE SECURITIES CORPORATION | n/a | Jul 26, 1999 | Sep 27, 2006 | no | CHICAGO, IL|CHICAGO, IL|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIVALDI CAPITAL MANAGEMENT LP | FOURSTAR WEALTH ADVISORS, LLC | Feb 3, 2023 | Feb 8, 2023 | 5 | Firm change | RIA to RIA |
| FIDUCIARY FINANCIAL PARTNERS, LLC | VIVALDI CAPITAL MANAGEMENT LP | Jul 2, 2018 | Feb 21, 2019 | 234 | Firm change | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | FIDUCIARY FINANCIAL PARTNERS, LLC | Feb 16, 2011 | Feb 22, 2011 | 6 | Firm change | Other |
| J.P. MORGAN SECURITIES INC. | J.P. MORGAN SECURITIES LLC | Oct 1, 2008 | Oct 1, 2008 | 0 | Bulk transfer | Other |
| BANC ONE SECURITIES CORPORATION | J.P. MORGAN SECURITIES INC. | Sep 27, 2006 | Sep 27, 2006 | 0 | Bulk transfer | Other |