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Wilmette, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2008-03-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Kingsbury Capital Investment Advisors Llc | Wilmette | IL | 08/2008 | Present |
| Kingsbury Capital, Inc | Evanston | IL | 01/2015 | 12/2019 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 01/2020 | Present |
| Insurance By The Sea/Tangram Llc | Myrtle Beach | SC | 09/2021 | 04/2026 |
| Ten31 Farms | Wilmette | IL | 12/2022 | 04/2026 |
1) DHC 2016 Management LLC, not investment related, multi member LLC, partial ownership in an LLC that will collect a carried interest in a private equities investment in DASH, Evanston, IL, LLC Member only, 11/2016, 3/2018, zero hours per month, zero hours during trading hours, LLC member only no duties. 2) Kingsbury Capital Investment Advisors, LLC, Investment Related, Investment Advisory, Registered Investment Advisor Firm, Evanston, IL, President, C-Owner, 9/2009, 100+ hours per month, approx. 4-6 hours during trading hours, Co-owner of the firm, hold the role of President and CCO, also maintain a book of business within Kingsbury Capital Investment Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-03 |
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