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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 | 2021-01-15 |
Branch Locations
1500 Earl Rudder Fwy S, College Station, TX 77840 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Antonio | TX | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 01/2021 |
| Kingsview Wealth Management Llc | College Station | TX | 01/2021 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 01/2021 | Present |
1. DBA - ROLLO WEALTH MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-27 |
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