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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 | 2026-02-20 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
485 Half Day Rd Suite 430, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsview Partners, Llc | Grants Pass | OR | 02/2026 | Present |
| Kingsview Wealth Management, Llc | Buffalo Grove | IL | 02/2026 | Present |
| Jbirch Consulting | Maple Valley | WA | 03/2025 | 02/2026 |
| American Express | Seattle | WA | 04/2019 | 03/2025 |
| Rain City Capital | Kirkland | WA | 01/2018 | 04/2019 |
| Jpmorgan Chase | Seattle | WA | 10/2010 | 01/2018 |
JBirch Consulting 24404 249th Ave SE Maple Valley, WA 98038 Fractional CFO/FP&A Consulting Owner Start 01/01/2021 This is my prior consulting business that is still open, however I currently only engage in my contract work with Kingsview Partners. I no longer engage in any CFO/FP&A consulting work. OBA Name: Rental Property Investment-related: Yes OBA Address: Maple Valley, WA OBA Position: Owner OBA Start Date: 10/2025 Approximate OBA hours/month: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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