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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 | 2025-10-23 |
| MA | RA | APPROVED | 2019-12-11 |
Branch Locations
Barnstable, MA • 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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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