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

A4 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

Jul 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 24, 2022

First registration

Aug 24, 2022

Dual registered

no

IAPD individual key

7576168

• Occurred

  Nov 12, 2024
  Advisor changed firm

  Conrad Jordan Phillips left Alphastar Capital Management for A4 Wealth Advisors Llc (registered 2025-01-17)

  Form ADVobserved 6 days ago
• Occurred

  Jun 5, 2023
  Advisor changed firm

  Conrad Jordan Phillips left Tactical Investment Advisors, Llc for Alphastar Capital Management (registered 2023-07-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f901bc17-a6e1-1c4d-d2d4-43b213e1fd51

First observed

Aug 24, 2022

Last observed

Sep 14, 2026 7 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.