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Robert Edward Morvice

Prairieview Wealth & Tax Advisors

Frankfort, IL

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Current Employers
Prairieview Wealth & Tax Advisors

28 W Nebraska St, Frankfort, IL 60423 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-11
  • IL RA
    APPROVED
    Since 2023-10-11

Branch Locations

28 W Nebraska St, Frankfort, IL 60423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belvedere Trading Llc Chicago IL 02/2012 01/2019
Team Belvedere Llc Chicago IL 01/2014 01/2019
Bates Securities, Inc. Rockford IL 01/2019 05/2022
Bates Financial Advisors, Inc. Rockford IL 01/2019 05/2022
Thrivent Advisor Network D/B/A Prarieview Wealth Partners Orland Park IL 05/2022 11/2023
Purshe Kaplan Sterling Investments Albany NY 05/2022 11/2023
Prairieview Wealth Partners Orland Park IL 10/2023 Present
  • 02/2012 → 01/2019
    Belvedere Trading Llc
    Chicago, IL
  • 01/2014 → 01/2019
    Team Belvedere Llc
    Chicago, IL
  • 01/2019 → 05/2022
    Bates Securities, Inc.
    Rockford, IL
  • 01/2019 → 05/2022
    Rockford, IL
  • 05/2022 → 11/2023
    Thrivent Advisor Network D/B/A Prarieview Wealth Partners
    Orland Park, IL
  • 05/2022 → 11/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2023 → Present
    Prairieview Wealth Partners
    Orland Park, IL
Previous Registrations
Other Businesses

1.) PrairieView Tax LLC; Investment Related; 28 W. Nebraska St., Frankfort, IL 60423; LLC; Director of Operations/Enrolled Agent; Start Date: 1/1/2025; Tax prep and advice

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-22
  • S66 Uniform Combined State Law Examination
    2019-03-22
Designations
Other Names
  • Robert Morvice
  • Robert Edward Morvice
  • Bob Morvice

View on SEC IAPD

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