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Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-22
TX RA APPROVED_RES 2024-08-23
  • IL RA
    APPROVED
    Since 2024-09-22
  • TX RA
    APPROVED_RES
    Since 2024-08-23

Branch Locations

226 N Walnut St, Mt Carmel, IL 62863 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2001 08/2024
Kingsview Partners Llc Grants Pass OR 08/2024 Present
Kingsview Wealth Management Llc Mt Carmel IL 08/2024 Present
Previous Registrations
  • 2008-01-02 → 2024-08-26
    Mt Carmel, IL
    Alton, IL
Other Businesses

ALTON-GODFREY ROTARY PRESIDENT-ELECT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-13
S63 Uniform Securities Agent State Law Examination 2001-11-08
  • S66 Uniform Combined State Law Examination
    2007-12-13
  • S63 Uniform Securities Agent State Law Examination
    2001-11-08

View on SEC IAPD

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