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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-07-06 |
Branch Locations
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fourstar Wealth Advisors, Llc | Chicago | IL | 04/2015 | Present |
| Fourstar Brokerage Services, Llc | Chicago | IL | 06/2015 | 10/2016 |
| Fourstar Insurance Services. Llc | Chicago | IL | 06/2015 | Present |
| Cabot Lodge Securities Llc | New York | NY | 12/2016 | 11/2017 |
| Purshe Kaplan Sterlings Investments | Albany | NY | 11/2017 | 03/2018 |
| Great Point Capital, Llc | Chicago | IL | 01/2020 | 09/2020 |
| Realta Equities, Inc. | Wilmington | DE | 10/2020 | Present |
1)FOURSTAR WEALTH ADVISORS, LLC; INVESTMENT RELATED; 351 W HUBBARD ST SUITE 420 CHICAGO, IL 60654; RIA; DIR. OF OPERATIONS; 04/2015; 195 HOURS/MONTH; 152 HOURS/MONTH DURING SECURITIES HOURS; HR, CLIENT SERVICES, OFFICE MGMT, COMPLIANCE, ACCOUNTING. 2)FOURSTAR INSURANCE SERVICES, LLC; NOT INVESTMENT RELATED; 351 W HUBBARD ST SUITE 420; INSURANCE SALES; DIRECTOR OF OPERATIONS; 06/2015; 5 HOURS/MONTH; 5 HOURS/MONTH DURING SECURITIES HOURS; ADMINISTRATION, OPERATIONS AND CLIENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-29 |
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