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RIA / WealthAdvisor18 years in industry

JODY ROBINSON

Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC

Burr Ridge, IL | GRANTS PASS, OR

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Search this name across graphsid dfx:ria:4517b836-1a7c-608d-6a12-5d85e5d4cfcf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINGSVIEW WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 21, 2008
First registration: Apr 23, 2008
Dual registered: no
Other names: JODY FAYE WORCESTER|JODY FAYE REDMANN|JODY REDMANN
IAPD individual key: 5460426

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	Oct 22, 2015	n/a	yes	GRANTS PASS, OR\|Burr Ridge, IL	Current employment
EDWARD JONES	National bd RIA	Apr 12, 2010	Oct 16, 2015	no	WILLOWBROOK, IL\|ORLAND PARK, IL\|ST LOUIS, MO	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 1, 2010	no	Oak Brook, IL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 23, 2008	Jun 1, 2009	no	OAK BROOK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDWARD JONES	KINGSVIEW WEALTH MANAGEMENT, LLC	Oct 16, 2015	Oct 22, 2015	6	Firm change	Other
MORGAN STANLEY	EDWARD JONES	Apr 1, 2010	Apr 12, 2010	11	Firm change	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 22, 2015 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 12, 2010 to Oct 16, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 1, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 23, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.