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RIA / WealthAdvisor26 years in industry

DAN JOSEPH SKLAR

Advisor at FOURSTAR WEALTH ADVISORS, LLC

CHICAGO, IL | WAXAHACHIE, TX

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Search this name across graphsid dfx:ria:bb4a6434-cfc6-9626-e359-9544dd8563c5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jul 30, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOURSTAR WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 26, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 26, 2000
First registration: Jul 30, 2002
Dual registered: no
Other names: DANIEL SKLAR
IAPD individual key: 4072419

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOURSTAR WEALTH ADVISORS, LLC	Independent wealth	May 10, 2024	n/a	yes	CHICAGO, IL\|WAXAHACHIE, TX	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Dec 21, 2023	Feb 21, 2024	no	Dallas, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 10, 2015	Dec 22, 2023	no	PLANO, TX\|FT. WORTH, TX\|PLANO, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 21, 2005	Feb 23, 2015	no	Dallas, TX\|DALLAS, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 1, 2003	Jul 25, 2005	no	FORT WORTH, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jul 30, 2002	Jun 10, 2003	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	FOURSTAR WEALTH ADVISORS, LLC	Feb 21, 2024	May 10, 2024	79	Firm change	Ibd to RIA
UBS FINANCIAL SERVICES INC.	CETERA INVESTMENT ADVISERS LLC	Dec 22, 2023	Dec 21, 2023	-1	Firm change	Wirehouse to ibd
CHARLES SCHWAB & CO., INC.	UBS FINANCIAL SERVICES INC.	Feb 23, 2015	Feb 10, 2015	-13	Firm change	Ibd to wirehouse
CHASE INVESTMENT SERVICES CORP.	CHARLES SCHWAB & CO., INC.	Jul 25, 2005	Jul 21, 2005	-4	Firm change	Other
OSAIC FA, INC.	CHASE INVESTMENT SERVICES CORP.	Jun 10, 2003	Oct 1, 2003	113	Firm change	Other

Relationships

Registered with (6)

→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
May 10, 2024 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Dec 21, 2023 to Feb 21, 2024factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 10, 2015 to Dec 22, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 21, 2005 to Feb 23, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 1, 2003 to Jul 25, 2005factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jul 30, 2002 to Jun 10, 2003factForm ADV

Dated events

Occurred
Feb 21, 2024
Advisor changed firm
Dan Joseph Sklar left Cetera Investment Advisers Llc for Fourstar Wealth Advisors, Llc (registered 2024-05-10)
Form ADVobserved 5 days ago
Occurred
Dec 22, 2023
Advisor changed firm
Dan Joseph Sklar left Ubs Financial Services Inc. for Cetera Investment Advisers Llc (registered 2023-12-21)
Form ADVobserved 5 days ago