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Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC
GRANTS PASS, OR | Chicago, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | Independent wealth | Oct 1, 2021 | n/a | yes | Chicago, IL|GRANTS PASS, OR | Current employment |
| CEDAR CAPITAL, LLC | Former SEC adviser | Nov 25, 2015 | Sep 30, 2022 | no | GLEN ELLYN, IL | Previous registration |
| GOOD HARBOR FINANCIAL | Former SEC adviser | Mar 30, 2009 | Aug 16, 2022 | no | CHICAGO, IL|BARRINGTON, IL | Previous registration |
| GOOD HARBOR FINANCIAL | Former SEC adviser | Jul 15, 2003 | Dec 31, 2006 | no | BARRINGTON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CEDAR CAPITAL, LLC | KINGSVIEW WEALTH MANAGEMENT, LLC | Sep 30, 2022 | Oct 1, 2021 | -364 | Firm change after gap | RIA to RIA |
| GOOD HARBOR FINANCIAL | CEDAR CAPITAL, LLC | Aug 16, 2022 | Nov 25, 2015 | -2,456 | Firm change after gap | Other |