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.
Advisor moves
Arrivals at Fourstar Wealth Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Don Carlton Leander | Financial Planning Strategies, LLC unclassified | Fourstar Wealth Advisors, LLC independent RIA | Other | Apr 22, 2026 | Feb 17, 2026 |
| Chad Magnus Tipps | Financial Planning Strategies, LLC unclassified | Fourstar Wealth Advisors, LLC independent RIA | Other | Apr 22, 2026 | Mar 5, 2026 |
| Joseph Warren Mcvey | UBS Financial Services Inc. wirehouse | Fourstar Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 18, 2026 | Jun 2, 2026 (76 d) |
| Ralph A. Jackson | Morgan Stanley wirehouse | Fourstar Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Jun 11, 2025 | Jun 24, 2025 |
| Nick Moylan | J.P. Morgan Securities LLC wirehouse | Fourstar Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | May 13, 2025 | Jun 13, 2025 (31 d) |
| Mark William Karstrom | Realta Investment Advisors, Inc BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2025 | Dec 16, 2020 |
| Brian Michael Megibow | Ameriprise Financial Services, LLC national BD | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2025 | Jan 29, 2025 |
| Casey Alan Bright | LPL Financial LLC BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2024 | Jan 3, 2025 |
| Joy Catherine Martinsen | Centaurus Financial, Inc. BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2024 | Dec 17, 2024 (32 d) |
| Ryan Christopher Swiatek | Brookstone Capital Management LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 7, 2024 | Dec 4, 2024 |
| Mark Ramos | LPL Financial LLC BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2024 | Jul 19, 2024 |
| Richard Phillip Taylor | Wells Fargo Advisors wirehouse | Fourstar Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 2, 2024 | Jun 27, 2024 |
| Nicholas William Ginnodo | Riverpoint Wealth Management independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 3, 2024 | Dec 2, 2024 (182 d) |
| James Robert Mcmiller | Advisors On Call state registered | Fourstar Wealth Advisors, LLC independent RIA | Other | Feb 29, 2024 | Mar 1, 2024 |
| Dan Joseph Sklar | Cetera Investment Advisers LLC BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2024 | May 10, 2024 (79 d) |
| Mitchell Lewis Bloom | Bloom Financial, LLC state registered | Fourstar Wealth Advisors, LLC independent RIA | Other | Jan 31, 2024 | Jul 6, 2023 |
| Amy Louise Bloom | Bloom Financial, LLC state registered | Fourstar Wealth Advisors, LLC independent RIA | Other | Jan 31, 2024 | Aug 17, 2023 |
| Marc Cooper Lawrence | Merino Wealth Management state registered | Fourstar Wealth Advisors, LLC independent RIA | Other | Jan 2, 2024 | Jan 17, 2024 |
| Shailesh Narottam Negandhi | Bridgeway Wealth Partners, LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2023 | Nov 15, 2024 (320 d) |
| Edward George Kollada | Global Retirement Partners LLC institutional | Fourstar Wealth Advisors, LLC independent RIA | Other | Dec 26, 2023 | Jan 19, 2024 |
| Richard Gayle English | LPL Financial LLC BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 5, 2023 | Nov 13, 2023 (39 d) |
| Edward Thomas Munoz | Fortis Capital Advisors, LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 27, 2023 | Oct 24, 2023 |
| Steven (Shlomo) Jeremy Hoffman | Cambridge Investment Research Advisors, Inc. BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 16, 2023 | Aug 30, 2023 |
| Catherine Dale Bearce | Integrated Wealth Concepts LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | May 16, 2023 | Jun 7, 2023 |
| Teresa E King | Integrated Wealth Concepts LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | May 16, 2023 | May 17, 2023 |
| John David Eberle | Vivaldi Capital Management LP independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 3, 2023 | Feb 8, 2023 |
| Sharif Azmi Sharif | LPL Financial LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 19, 2023 | Feb 17, 2023 |
| Azmi Sharif | LPL Financial LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 19, 2023 | Feb 17, 2023 |
| Charles Erwin Brokop | Nextgen Etfs, LLC asset manager | Fourstar Wealth Advisors, LLC independent RIA | Other | Dec 9, 2022 | Oct 16, 2023 (311 d) |
| David Hugh Bindelglass | Cantella & Co., Inc. BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 30, 2022 | Nov 30, 2022 |
| John Patrick Rice | Independent Financial Group, LLC BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2022 | Oct 21, 2022 |
| Harry Essayi Yessayan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fourstar Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Sep 20, 2022 | Nov 28, 2022 (69 d) |
| John Joseph Walsh | Oppenheimer & Co. Inc. BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2021 | Jul 7, 2021 |
| Kenneth Scott Roberts | Iwc Asset Management LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2020 | Dec 16, 2020 |
| Lamartine Griffin Hardman | Resurgent Advisors independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 17, 2020 | Oct 2, 2020 |
| Gene Joseph Witt | Cetera Investment Advisers LLC BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2020 | Mar 24, 2020 |
| Phillip Falk | Blueskye Investment Advisers, LLC state registered | Fourstar Wealth Advisors, LLC independent RIA | Other | Mar 16, 2020 | Feb 7, 2020 |
| Kurt J Mogilnicki | Commonwealth Financial Network national BD | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2019 | Dec 11, 2019 (180 d) |
| Kristen A Mayer | Stifel, Nicolaus & Company, Incorporated national BD | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2019 | Apr 15, 2019 |
| James Royal Kirchner | Sb Advisory, LLC BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2019 | Jun 25, 2020 (477 d) |
| Andrea Nolan | Fieldstone Financial Management Group, LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 1, 2019 | Feb 25, 2019 |
| Tucker Dunn | Fieldstone Financial Management Group, LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 1, 2019 | May 29, 2019 (89 d) |
| Craig Robert Mcwilliams | Great Point Advisors LLC unclassified | Fourstar Wealth Advisors, LLC independent RIA | Other | Dec 31, 2018 | Apr 20, 2021 (841 d) |
| Stephen Pavey Meskan | Feltl Advisors other | Fourstar Wealth Advisors, LLC other | Other | Nov 13, 2017 | Dec 13, 2017 |
| Mark Andrew Harmon | Kingsview Wealth Management, LLC other | Fourstar Wealth Advisors, LLC other | Other | Nov 3, 2016 | Oct 17, 2016 |
| Laura Patricia Swanson | Waddell & Reed other | Fourstar Wealth Advisors, LLC other | Other | Dec 31, 2014 | Jul 6, 2015 (187 d) |
| Raymond Joseph Sullivan | Pks Advisory Services, LLC other | Fourstar Wealth Advisors, LLC independent RIA | Other | Jul 28, 2014 | Jul 31, 2020 (2195 d) |
| Brian Lance Kasal | Morgan Stanley wirehouse | Fourstar Wealth Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 7, 2014 | Sep 17, 2014 (72 d) |
| David William Bonifield | Credit Suisse Securities (USA) LLC other | Fourstar Wealth Advisors, LLC other | Other | Jun 15, 2012 | Jul 28, 2016 (1504 d) |
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49 moves match.