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Inactive

Jody Robinson

Kingsview Wealth Management, LLC

Grants Pass, OR

Burr Ridge, IL

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Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-10-22
  • IL RA
    APPROVED
    Since 2015-10-22

Branch Locations

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

7420 County Line Road Suite 5, Burr Ridge, IL 60527 • 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
Kingsview Partners Llc Grants Pass OR 10/2015 Present
Kingsview Wealth Management Llc Burr Ridge IL 10/2015 Present
Previous Registrations
  • 2010-04-12 → 2015-10-16
    Edward Jones
    Willowbrook, IL
    Orland Park, IL
    St Louis, MO
  • 2009-06-01 → 2010-04-01
    Morgan Stanley
    Oak Brook, IL
  • 2008-04-23 → 2009-06-01
    Morgan Stanley & Co. Llc
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-21
  • S66 Uniform Combined State Law Examination
    2008-04-21
Other Names
  • Jody Faye Worcester
  • Jody Faye Redmann
  • Jody Redmann

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
WELCH INVESTMENT GROUP, LLC
PURPOSE FIRST FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI
David Duff
ZACHARY P FARMER
Brent Thomas Bordenkircher
Joshua David Farley
JONATHAN IAN MILLMAN

Other Offices

LPL FINANCIAL LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELLS FARGO CLEARING SERVICES, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELCH INVESTMENT GROUP, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR

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