Philip J Kehoe

Current Employers

Employment History

• 08/2012 → 06/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2020 → 09/2021
  Forta Financial Group, Inc.
  Greenwood Village, CO
• 09/2021 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
• 12/2021 → 11/2024
  Kingswood Capital Partners, Llc
  Stockbridge, GA
• 06/2020 → 12/2021
  Forta Financial Group, Inc.
  Greenwood Village, CO
• 10/2014 → 06/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2025 → Present
  Kingswood Capital Partners, Llc
  Kalamazoo, MI
• 01/2026 → Present
  Valley Oak Investment Strategies, Llc
  Kalamazoo, MI

Previous Registrations

• 2020-06-01 → 2021-10-05
  Forta Financial Group, Inc.
  Kalamazoo, MI
  Greenwood Village, CO
  Kalamazoo, MI
  Austin, TX
• 2014-10-09 → 2020-06-09
  Cambridge Investment Research Advisors, Inc.
  Kalamazoo, MI
  Portage, MI
  Paw Paw, MI
  Kalamazoo, MI

Other Businesses

(1) Kehoe Financial Services, no, 6011 Stadium Dr, Kalamazoo, MI, 49009, DBA, Owner, 6/13/2020, 10hrs/mo, 0hrs/mo during trading, DBA (2) FINANCIAL GRAVITY,Is Investment Related,"6011 STADIUM DR, , KALAMAZOO, MI, 49009, United States",RIA,INVESTMENT ADVISOR,6/13/2020,80 hours per month,70 hours per month during trading hours,Commission Compensation,"ADVISOR WITH RIA - INVESTMENT ADVISORY, MONITORING & REVIEW WITH CLIENTS." (3) KINGSWOOD CAPITAL PARTNERS; Investment Related, Stockbridge, GA, Registered Representative; July 2025, 20 hours per month, same during trading, securities business/BD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-10
• S63 Uniform Securities Agent State Law Examination
  2010-05-07