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Mousumi Mukherjee

Wealthstar Advisors, LLC

Plano, TX

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Current Employers
Wealthstar Advisors, Llc

305B W Spring Creek Parkway Suite 400, Plano, TX 75023 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-04-26
  • TX RA
    APPROVED
    Since 2013-04-26

Branch Locations

305B W Spring Creek Parkway Suite 400, Plano, TX 75023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthstar Advisors, Llc Plano TX 01/2013 Present
Lpl Financial Llc Plano TX 08/2012 Present
Previous Registrations
  • 2012-08-24 → 2014-01-03
    Independent Financial Partners
    Plano, TX
  • 2011-05-04 → 2012-07-20
    Peregrine Diversified Investment Services Corp.
    Plano, TX
    Chicago, IL
  • 2011-09-21 → 2011-09-21
    World Equity Group, Inc.
    Plano, TX
    Chicago, IL
    Schaumburg, IL
  • 2011-01-01 → 2011-05-04
    Concordius Capital Advisors
    St Petersburg, FL
  • 2010-11-05 → 2010-12-31
    Concordius Capital Advisors
    Plano, TX
    St Petersburg, FL
  • 2009-09-25 → 2010-11-05
    Brewer Investment Advisors Llc
    Chicago, IL
  • 2004-05-17 → 2009-10-01
    Ameriprise Financial Services, Llc
    Plano, TX
    Plano, TX
    Plano, TX
  • 2004-01-09 → 2004-03-05
    Ameriprise Financial Services, Llc
    Richardson, TX
Other Businesses

1. 08/22/2012 - WEALTHSTAR FINANCIAL/ DBA ONLY/ 98%/ PLANO, TX

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-08
  • S66 Uniform Combined State Law Examination
    2004-01-08
Other Names
  • Moushumi Mukherjee

View on SEC IAPD

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