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Current Employers
Krm Advisory Services

Vista, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-03
AZ RA APPROVED 2025-02-27
CA RA APPROVED 2022-03-24
  • TX RA
    APPROVED_RES
    Since 2025-03-03
  • AZ RA
    APPROVED
    Since 2025-02-27
  • CA RA
    APPROVED
    Since 2022-03-24

Branch Locations

Vista, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Boston MA 07/2018 01/2019
John Hancock Distributors Llc Boston MA 07/2016 01/2019
Gwfs Equities Oceanside CA 02/2019 01/2022
Stancorp Equities, Inc. Portland OR 01/2022 Present
Krm Advisory Services Vista CA 02/2022 Present
  • 07/2018 → 01/2019
    John Hancock
    Boston, MA
  • 07/2016 → 01/2019
    John Hancock Distributors Llc
    Boston, MA
  • 02/2019 → 01/2022
    Gwfs Equities
    Oceanside, CA
  • 01/2022 → Present
    Stancorp Equities, Inc.
    Portland, OR
  • 02/2022 → Present
    Vista, CA
Previous Registrations
Other Businesses

In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is a licensed insurance agent of Standard Insurance Company ("SIC"). SEI and SIC are subsidiaries of Standard Financial Group ("The Standard") and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of his time during normal business hours to provide information about the retirement plan-related products ay The Standard to unaffiliated third-party retirement plan service providers, including broker-dealers and investment advisers. 1-KMR Advisory Services,2-investment related, 3-1904 willow Ridge Dr. Vista, CA 92081, 4-registered investment adviser, 5-CEO, 6-CEO/owner 7-3/10/2022, 8-20hrs per month, 9-0hrs during trading hours, 10-investment advisory services Real Estate Agent; Compass Brokers; Real Estate Agent; Is the business investment related: No; Location of the business: 6005 Hidden Valley Road Carlsbad CA 92011 United States; Description of the business: I perform referral based business for real estate transactions with our active agents; Responsibilities Duties: Purely referral based real estate agent business. Refer over friends and family to active agents that can assist with closing home buying/selling transactions; Start date with business: 2026-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; National Sales Director - Non-ERISA Markets; The Standard Insurance Company; Is the business investment related: Yes; Location of the business: 1100 SW 6th Avenue Portland OR 97204 United States; Description of the business: I'm the National Sales Director selling stable value insurance contracts to government entities. ; Responsibilities Duties: travel and actively consult with record keeper and investment advisors on the use of our stable value solution for the benefit of government plan sponsors. ; Start date with business: 2022-01-17; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-26
S63 Uniform Securities Agent State Law Examination 2014-10-10
  • S65 Uniform Investment Adviser Law Examination
    2015-01-26
  • S63 Uniform Securities Agent State Law Examination
    2014-10-10
Other Names
  • Kevin Roland Mcatamney
  • Kevin Mcatamney

View on SEC IAPD

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