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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-30 |
Branch Locations
4107 112Th St, Lubbock, TX 79423 • 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 | 11/2001 | 08/2023 |
| Kingsview Wealth Management Llc | Lubbock | TX | 08/2023 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 08/2023 | Present |
Brownfield Farmers Cooperative Station Brownfield, TX Start date: 7/19/2014 Board Member Hours per week: 0 Hours during trading: 0 Serve as a board member to establish policy, evaluate the manger and make decisions as they arise.** Caswell Cotton Farms/Eric Caswell Farms Type of business: Farming operation Lubbock, TX Start date: 1/1/2004 Farm Consultant Hours per week: 5 Hours during trading: 1 I'm assisting in the transition of our family farm and it's buying and selling of equipment and property. ** 168 Cattle Co Type of business: Livestock Brownfield, TX Start date: 4/1/2022 partner Hours per week: 0 Hours during trading: 0 We buy, raise and sell cattle ** Brownwell LLC/Agrellus Type of business: Ag chemicals & fertilizer Hart, TX Start date: 1/3/2022 LPT Hours per week: 0 Hours during trading: 0 No responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
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