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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-07-12 |
Branch Locations
147 Wapoo Creek Dr Suite 301, Charleston, SC 29412 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2001 | 07/2017 |
| Kingsview Wealth Management Llc | Charleston | SC | 07/2017 | Present |
| Edward Jones Investments | Charleston | SC | 09/2001 | 07/2017 |
| Kingsview Partners Llc | Grants Pass | OR | 07/2017 | Present |
Insurance - Investment-related: No - OBA Address: 147 Wappoo Creek Dr, South Carolina, 29412 - OBA Position: Owner - OBA Title or Relationship: Fairharbor Advisors LLC - OBA Start Date: 07/20/2017 - Approximate OBA hours/month: 0 - Approximate OBA hours/month during business hours: 0 - OBA Duties: Kingsview payments go to Fairharbor Advisors LLC. Fairharbor pays salary. Name of OBA: Wind Sports for Wounded Warriors -,OBA Address: 102 Amelia St. St Simmons, Georgia 31522 - Is this OBA investment related: No - Start Date: 07/24/2026 - OBA Position: Treasurer - OBA Title or Relationship: Treasurer - Approximate OBA hours/month: 2 - Approximate OBA hours/month during trading hours: 0 - OBA Duties: Treasurer for a non-profit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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