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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-29 |
Branch Locations
804 Green Valley Road Suite 103, Greensboro, NC 27408 • 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 | 09/1999 | 04/2024 |
| Kingsview Wealth Management Llc | Greensboro | NC | 04/2024 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 04/2024 | Present |
Lucky Ducker Enterprises, LLC Type of business: Commercial Rental Property Greensboro, NC Start date: 5/3/2021 Owner Hours per week: 40 Hours during trading: 40 Maintain property 2) OBA Name: Bagels & Pimento Cheese LLC ? Investment-related: YES ? OBA Address: Greensboro, NC ? OBA Nature: Independent Contractor LLC ? OBA Position: Owner ? OBA Title or Relationship: Owner ? OBA Start Date: 04/23/2024 ? Approximate OBA hours/month: 150 ? Approximate OBA hours/month during business hours: 150 ? OBA Duties: I am the owner of this LLC. This LLC was established to run my RIA practice. My income from Kingsview is deposited to a bank account owned by this LLC. I use this to run expenses for business purposes. Community Theatre of Greensboro Type of Business: President of Board of Directors Greensboro, NC Start Date: 05/19/2026 Hours per week: 1 Hours during trading: 0 Serving on board of directors providing guidance and advice on increasing attendance, public relations, and management of the Community Theatre of Greensboro (CTG). This organization provides an outlet for citizens to be involved with theatre and attracts people of all backgrounds. The organization has an investment account with Kingsview, but not of any kind are charged. It is an account that is open to accept donations on behalf of CTG. 2) OBA Name: Community Theatre of Greensboro Investment related: No OBA Address: Greensboro, NC OBA Nature: Board member position OBA Position: President of Board of Directors OBA Title or Relationship Owner: President of Board of Directors OBA Start Date: 05/19/2026 Approximate OBA hours month: 4 Approximate OBA hours month during business hours: 0 OBA Duties: Serving on board of directors providing guidance and advice on increasing attendance, public relations, and management of the Community Theatre of Greensboro (CTG). This organization provides an outlet for citizens to be involved with theatre and attracts people of all backgrounds. The organization has an investment account with Kingsview, but not of any kind are charged. It is an account that is open to accept donations on behalf of CTG.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-11 |
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