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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-26 |
Branch Locations
33 N La Salle St Suite 2510, Chicago, IL 60602 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
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 |
|---|---|---|---|---|
| Mcadam Llc | Chicago | IL | 09/2018 | 03/2021 |
| University Of Missouri | Columbia | MO | 08/2013 | 05/2018 |
| Wilkerson & Reynolds Wealth Management | Columbia | MO | 05/2017 | 07/2018 |
| Northwestern Mutual | Columbia | MO | 05/2016 | 12/2016 |
| Kingsview Partners | Chicago | IL | 03/2021 | 08/2022 |
| Oxford Financial Group, Ltd. | Carmel | IN | 08/2022 | 10/2023 |
| Kingsview Wealth Management Llc | Chicago | IL | 10/2023 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-07 |
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