Best Investors
Account
Sign in
Best Investors
Account
Sign in
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-10-24 |
Branch Locations
101 Centreport Dr Suite 140, Greensboro, NC 27409 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greensboro | NC | 11/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 11/2016 | 10/2019 |
| Kingsview Wealth Management Llc | Greensboro | NC | 10/2019 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 10/2019 | Present |
MUSICIAN / VOCALIST; NOT INVESTMENT RELATED; HIGH POINT, NC; FRONT MAN FOR A COVER BAND; START DATE = 11/2/12; 10 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS. RENTAL PROPERTY; INV RELATED; HIGH POINT, NC; OWNER WITH SPOUSE; PREVIOUS RESIDENCE; START: 11/24/08; 1 HR/MO; 0 DURING TRADING. RENTAL PROPERTY, INV. RELATED, BLACKSBURG, VA. START: 11/9/18, 1 HOURS/MONTH, 0 DURING TRADING, LANDLORD. RV RENTAL PROPERTY, INV. RELATED, HIGH POINT, NC. START: 11/9/18, 3 HOURS/MONTH, 0 DURING TRADING, RENTS RV. PI SOCIETY, OWNERSHIP <10%, 1 HOUR/MONTH, 0 DURING TRADING, HIGH POINT, NC, NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
Reach out to this advisor