Kevin John Bateman

Current Employers

Employment History

• 12/2015 → 11/2018
  Signator Investors, Inc.
  Missoula, MT
• 11/2018 → Present
  Osaic Wealth, Inc.
  Missoula, MT

Previous Registrations

• 2015-12-28 → 2018-11-02
  Signator Investors, Inc.
  Missoula, MT
  Nashville, TN
  Gold River, CA
• 2013-07-10 → 2015-12-28
  Signator Financial Services, Inc.
  Missoula, MT
  Bellevue, WA
  Missoula, MT
  Boston, MA

Other Businesses

1) TAURUS WEALTH MANAGEMENT POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/27/2012 ADDRESS: 2419 Mullan Rd, Suite C, Missoula MT 59805, United States DESCRIPTION: Helping clients reach their financial dreams and goals through securities andinsurance salesand RIA duties. 2) KEVIN BATEMAN POSITION: Agent NATURE: Medicare Advantage plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2016 ADDRESS: 2419 Mullan Rd, Suite C, Missoula MT 59808, United States DESCRIPTION: Sales of Medicare Advantage plans 3) BATEMAN WEALTH MANAGEMENT POSITION: President NATURE: S Corp Tax entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2020 ADDRESS: 2419 Mullan Rd, Suite C, Missoula MT 59808, United States DESCRIPTION: none 4) KJB WEALTH MANAGEMENT PC POSITION: President NATURE: S Corporation Tax entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2024 ADDRESS: 2419 Mullan Rd, Suite C, Missoula MT 59808, United States DESCRIPTION: None

Exams

• S66 Uniform Combined State Law Examination
  2013-06-20
• S63 Uniform Securities Agent State Law Examination
  2000-08-23

Other Names

• Kevin J Bateman