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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| AZ | RA | APPROVED | 2023-10-16 |
Branch Locations
6501 E Greenway Pkwy #103-585, Scottsdale, AZ 85254 • United States
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Stream Advisors | Scottsdale | AZ | 04/2005 | Present |
| Nextgen Etfs Llc | Scottsdale | AZ | 01/2022 | 08/2022 |
| Nextgen Etfs Llc | Scottsdale | AZ | 09/2021 | 08/2022 |
| Fourstar Wealth Advisors, Llc | Scottsdale | AZ | 09/2023 | Present |
1) Clear Stream Advisors, CRD# 140714; Yes, investment related; 6501 E. GREENWAY PKWY, SUITE 103-585, SCOTTSDALE, AZ 85254; Registered Investment Adviser; Owner; IAR; 2007; 2hrs; 0hrs; unwinding S Corp, may do consulting down the line.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-28 |
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