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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-27 |
Branch Locations
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
1541 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Consultants, Inc. | San Jose | CA | 08/2005 | Present |
| Fourstar Wealth Advisors, Llc | San Jose | CA | 09/2022 | Present |
1)FAMILY WEALTH CONSULTANTS, INC.; INVESTMENT RELATED; SAN JOSE, CA; RIA PRIVATE FD MGMT; OWNER; 2010; 6HRS; 6HRS; REVIEWING CLIENT PARTICIPATION (2) ISPF-AAUW; NON-PROFIT; NOT INVSMT RELATED; SAN JOSE, CA; ADVOCATING FOR WOMEN/GIRLS; PRESIDENT; 2019; 1HR; PRESIDE OVER 2 MEETINGS (3) MORGAN HILL CMMTY FDNT; NOT INVSMT RELATED; MORGAN HILL, CA; FOUNDATION; TREASURER; 2015; 12HRS; BOARD MEETINGS, ACCOUNTING. (4) SUSAN CHARLES BERGOFF FDTN; NOT INVSMT RELATED; MORGAN HILL, CA; FOUNDATION; CFO; 2017; 8HRS; SPEAKER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-05-08 |
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