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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 2025-10-24
  • IL RA
    APPROVED
    Since 2025-10-24

Branch Locations

485 Half Day Rd Suite 439, Buffalo Grove, IL 60089 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 06/2002 10/2025
Kingsview Partners, Llc Grants Pass OR 10/2025 Present
Kingsview Wealth Management, Llc Buffalo Grove OR 10/2025 Present
Previous Registrations
Other Businesses

Rental property Barrington, IL Start date: 9/8/2020 Owner Hours per week: 1 Hours during trading: 0 Maintain rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-29
S63 Uniform Securities Agent State Law Examination 2002-08-29
  • S66 Uniform Combined State Law Examination
    2007-01-29
  • S63 Uniform Securities Agent State Law Examination
    2002-08-29
Designations

View on SEC IAPD

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