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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
10262 Sawmill Parkway, Powell, OH 43065 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2002 | 08/2025 |
| Kingsview Partners Llc | Grants Pass | OR | 08/2025 | Present |
| Kingsview Wealth Management Llc | Powell | OH | 08/2025 | Present |
The Columbus Symphony Orchestra Columbus, OH Start date: 11/1/2018 Board Member Hours per week: 0 Hours during trading: 0 General board member with voting rights.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-16 |
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