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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 | 2020-07-10 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
33 N La Salle St Suite 2510, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Libertyville Bank & Trust | Libertyville | IL | 05/2017 | 08/2017 |
| Wintrust Financial | Rosemont | IL | 05/2018 | 08/2018 |
| Kingsview Partners | Chicago | IL | 05/2019 | Present |
| Kelley School Of Business At Indiana University | Bloomington | IN | 08/2015 | 05/2019 |
| Foreside Fund Services, Llc | Chicago | IL | 06/2021 | Present |
| Kingsview Wealth Management, Llc | Grants Pass | OR | 05/2019 | Present |
1) Kingsview Wealth Management, LLC; Investment Related; Wealth Management; Chicago, IL; 5/17/2019; Vice President, Advisor Strategy; Aid advisors in growing their fee-base; 160 Hrs Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
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