DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dan Joseph Sklar

Fourstar Wealth Advisors, LLCindependent RIAChicago, Il IA-onlyIAPD 4072419

Feed of 09/15/2026

Also filed as Daniel Sklar

At current firm

2 y

since May 10, 2024

In the industry

26 y

since Jan 26, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fourstar Wealth Advisors, LLC independent RIA current
since May 10, 2024 · Chicago, Il
Cetera Investment Advisers LLC BD affiliated
Dec 21, 2023 to Feb 21, 2024 · Dallas, Tx
UBS Financial Services Inc. wirehouse
Feb 10, 2015 to Dec 22, 2023 · Plano, Tx
Charles Schwab & Co., Inc. national BD
Jul 21, 2005 to Feb 23, 2015 · Dallas, Tx
Chase Investment Services Corp. former
Oct 1, 2003 to Jul 25, 2005 · Fort Worth, Tx
Osaic Fa, Inc. former
Jul 30, 2002 to Jun 10, 2003 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Fourstar Wealth Advisors, LLC
left Feb 21, 2024, registered May 10, 2024 (79 days) · Affiliated broker-dealer or bank to independent RIA
UBS Financial Services Inc. to Cetera Investment Advisers LLC
left Dec 22, 2023, registered Dec 21, 2023 (-1 days) · Wirehouse to affiliated broker-dealer or bank
Charles Schwab & Co., Inc. to UBS Financial Services Inc.
left Feb 23, 2015, registered Feb 10, 2015 (-13 days) · Affiliated broker-dealer or bank to wirehouse
Chase Investment Services Corp. to Charles Schwab & Co., Inc.
left Jul 25, 2005, registered Jul 21, 2005 (-4 days) · Other
Osaic Fa, Inc. to Chase Investment Services Corp.
left Jun 10, 2003, registered Oct 1, 2003 (113 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address