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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-09 |
| IL | RA | APPROVED | 2017-02-03 |
Branch Locations
Cape Coral, FL • United States
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-24 |
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