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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-10-17 |
Branch Locations
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
4422 N Ravenswood, Chicago, IL 60640 • 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 |
|---|---|---|---|---|
| Kingsview Asset Management, Llc | Chicago | IL | 06/2014 | 10/2016 |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 10/2016 | Present |
INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; SAME ADDRESS AS IAR; LIFE INSURANCE SALES USED FOR OVERALL FINANCIAL PLANNING; START DATE 12/2012; 10 HOURS A MONTH; AFTER TRADING HOURS; INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-28 |
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