Steven Bradley Kingsley

Current Employers

Employment History

• 07/2014 → 11/2023
  Maximize Your Money
  Mount Pleasant, SC
• 12/2017 → 07/2024
  Cast Financial Llc
  Beaver Crossing, NE
• 04/2022 → 09/2025
  Blend Financial, Inc. Dba Origin Ins. Svs. ("Origin Financial")
  San Francisco, CA
• 03/2024 → Present
  Kingsley Financial Llc
  Mount Pleasant, SC
• 09/2025 → Present
  Morris Financial Concepts
  Mount Pleasant, SC

Previous Registrations

• 2022-03-28 → 2025-08-18
  Origin Investment Advisory Llc
  Sarasota, FL
  Mount Pleasant, SC
• 2017-12-12 → 2024-12-08
  Cast Financial
  Anthem, AZ

Other Businesses

Steven Bradley Kingsley is dually registered, affiliated with Kingsley Financial LLC. The business is investment-related. The address is Mount Pleasant, South Carolina. The nature is investment advisory business. The positions/titles are Owner, Lead-Advisor and Chief Compliance Officer. The start date of the relationship is 03/2024. The approximate number of hours/month devoted to the business is 8 hours/month, all of it being during securities trading hours. The duties relating to the business consist of investment advisory services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-21

Designations

Other Names

• Brad Kingsley