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.

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

Apr 13, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Apr 13, 1992

First registration

Feb 11, 2010

Dual registered

no

Other names

RICHARD PHILIP TAYLOR

IAPD individual key

869456

• Occurred

  Jul 2, 2024
  Advisor changed firm

  Richard Phillip Taylor left Wells Fargo Advisors for Fourstar Wealth Advisors, Llc (registered 2024-06-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9689152-8203-059e-329e-811bf5b304fe

First observed

Feb 11, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.