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James Royal Kirchner

Kirchner Financial Group

Chicago, IL

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Current Employers
Kirchner Financial Group

Chicago, IL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-25
IL RA APPROVED 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2026-03-25
  • IL RA
    APPROVED
    Since 2025-01-24

Branch Locations

Chicago, IL • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cabot Lodge Securities Chicago IL 09/2019 03/2020
Ifs Securities Chicago IL 01/2019 09/2019
Fourstar Wealth Advisors Chicago IL 06/2020 11/2020
David A. Noyes Chicago IL 08/2014 11/2018
Terrana Group Chicago IL 12/2020 03/2021
Allied Elite Financial Tucson AZ 03/2021 Present
Kirchner Financial Group Chicago IL 11/2022 Present
  • 09/2019 → 03/2020
    Cabot Lodge Securities
    Chicago, IL
  • 01/2019 → 09/2019
    Ifs Securities
    Chicago, IL
  • 06/2020 → 11/2020
    Fourstar Wealth Advisors
    Chicago, IL
  • 08/2014 → 11/2018
    David A. Noyes
    Chicago, IL
  • 12/2020 → 03/2021
    Terrana Group
    Chicago, IL
  • 03/2021 → Present
    Allied Elite Financial
    Tucson, AZ
  • 11/2022 → Present
    Chicago, IL
Previous Registrations
Other Businesses

Uber, non-investment related, Chicago, IL, driving, Driver, 6/2017, 10-20 hours per month, zero hours during trading hours, drive people to where they need to go, I work with Allied Elite Financial as an agent, and go out to meetings with prospective clients, that are set up by the account executives at the company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-11
S63 Uniform Securities Agent State Law Examination 1997-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-12-11
  • S63 Uniform Securities Agent State Law Examination
    1997-05-08
Other Names
  • James Royal Kirchner
  • James Royal Kirchner
  • James R Kirchner
  • James R Kirchner
  • J.R. Kirchner
  • James R Kirchner

View on SEC IAPD

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