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Advisor at BLUESTAR WEALTH MANAGEMENT
LAKE MARY, FL
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 |
|---|---|---|---|---|---|---|
| BLUESTAR WEALTH MANAGEMENT | Independent wealth | Jun 30, 2025 | n/a | yes | LAKE MARY, FL | Current employment |
| BLUE STAR WEALTH MANAGEMENT LLC | Former SEC adviser | Jun 7, 2021 | Jun 22, 2021 | no | SIMPSONVILLE, SC | Previous registration |
| NOVUS ADVISORS | Independent wealth | Apr 27, 2017 | Jun 17, 2025 | no | Longwood, FL|GREENVILLE, SC | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Nov 9, 2015 | Apr 18, 2017 | no | WINTER PARK, FL|TAMPA, FL | Previous registration |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Feb 21, 2012 | Oct 1, 2015 | no | ORLANDO, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 10, 2003 | Mar 23, 2012 | no | Orlando, FL|Orlando, FL|FISHERS (INDIANAPOLIS), IN|ORLANDO, FL|FISHERS (INDIANAPOLIS), IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NOVUS ADVISORS | BLUE STAR WEALTH MANAGEMENT LLC | Jun 17, 2025 | Jun 7, 2021 | -1,471 | Firm change after gap | Other |
| BLUE STAR WEALTH MANAGEMENT LLC | BLUESTAR WEALTH MANAGEMENT | Jun 22, 2021 | Jun 30, 2025 | 1,469 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | NOVUS ADVISORS | Apr 18, 2017 | Apr 27, 2017 | 9 | Firm change | Other |
| SCHWAB WEALTH ADVISORY, INC. | VOYA FINANCIAL ADVISORS, INC. | Oct 1, 2015 | Nov 9, 2015 | 39 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Mar 23, 2012 | Feb 21, 2012 | -31 | Channel change | Other |