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Kingsview Wealth Management, LLC CRD 148107
$8.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-21 |
| TX | RA | APPROVED_RES | 2019-01-17 |
Branch Locations
425 Broadhollow Rd Suite 304, Melville, NY 11747 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
2 disclosure categories 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 | Garden City | NY | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Garden City | NY | 11/2016 | 01/2019 |
| Wells Fargo Advisors | Garden City | NY | 05/2012 | 01/2019 |
| Kingsview Wealth Management Llc | Woodbury | NY | 01/2019 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 11/2019 | Present |
INSURANCE AGENCY OBA Name: M&M WEALTH MANAGEMENT ? Investment-related: YES ? OBA Address: MELVILLE, NY ? OBA Nature: ADVISORY BUSINESS LLC ? OBA Position: PARTNER ? OBA Title or Relationship: PARTNER ? OBA Start Date: 2023-01-01 ? Approximate OBA hours/month: 180 ? Approximate OBA hours/month during business hours: 45 ? OBA Duties: My main LLC for Advisory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-18 |
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