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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-15 |
Branch Locations
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Dallas, TX • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 05/2013 | 03/2022 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 10/2023 | 10/2023 |
| Bridgeway Wealth Partners | New York | NY | 04/2022 | 10/2023 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 11/2023 | 03/2024 |
| Fourstar Wealth Advisors, Llc | Suwanee | GA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-03 |
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