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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-12-13 |
Branch Locations
10431 Illinois Road, Fort Wayne, IN 46814 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Wayne | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Wayne | IN | 11/2016 | 12/2019 |
| Kingsview Wealth Management Llc | Fort Wayne | IN | 12/2019 | Present |
| Cascade Financial Management | Fort Wayne | IN | 12/2019 | 03/2020 |
| Kingsview Partners Llc | Grants Pass | OR | 12/2019 | Present |
ANKNEY FAMILY LIMITED PARTNERSHIP, INV RELATED, WATERLOO, IN, 13% OWNERSHIP, START: 12/2008, 0 HOURS PER MONTH/0 DURING TRADING, DUTIES: NONE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-16 |
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