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Current Employers
Fourstar Wealth Advisors, Llc

1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-23
MA RA APPROVED 2019-12-11
  • TX RA
    APPROVED_RES
    Since 2025-10-23
  • MA RA
    APPROVED
    Since 2019-12-11

Branch Locations

Barnstable, MA • United States

1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 07/2015 12/2016
Bank Of America, N.A. Hyannis MA 04/2016 12/2016
Commonwealth Financial Network Waltham MA 05/2017 06/2019
Brooks, Berkley & Chase Barnstable MA 01/2017 05/2017
Fourstar Wealth Advisors, Llc Marblehead MA 10/2019 Present
Brooks, Berkley & Chase Barnstable MA 06/2019 10/2019
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-14
  • S66 Uniform Combined State Law Examination
    2015-12-14

View on SEC IAPD

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