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Current Employers
Fourstar Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-09
IL RA APPROVED 2017-02-03
  • FL RA
    APPROVED
    Since 2026-03-09
  • IL RA
    APPROVED
    Since 2017-02-03

Branch Locations

Cape Coral, FL • United States

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

Disclosures

2 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Broker Dealer Financial Services Rosemont IL 02/2002 12/2016
Cabot Lodge Securities Llc New York NY 01/2017 12/2017
Fourstar Wealth Advisors Llc Chicago IL 01/2017 Present
  • 02/2002 → 12/2016
    Broker Dealer Financial Services
    Rosemont, IL
  • 01/2017 → 12/2017
    Cabot Lodge Securities Llc
    New York, NY
  • 01/2017 → Present
    Chicago, IL
Other Businesses

REVERSE MORTGAGE FUNDING, NON-INVESTMENT RELATED, Oakbrook, IL, REVERSE MORTGAGE SPECIALIST, 2014. 20 HOURS PER MONTH/20 HOURS DURING TRADING HOURS, EDUCATE AND EXPLAIN REVERSE MORTGAGES, WRITE APPLICATIONS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-03
S63 Uniform Securities Agent State Law Examination 1985-07-24
  • S65 Uniform Investment Adviser Law Examination
    2017-02-03
  • S63 Uniform Securities Agent State Law Examination
    1985-07-24

View on SEC IAPD

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