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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
MI RA APP_PEND_IARCE 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

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

126 Woodward Ave Suite A, Iron Mountain, MI 49801 • 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 07/2003 11/2024
Kingsview Partners Llc Grants Pass OR 11/2024 Present
Kingsview Wealth Management Llc Iron Mountain MI 11/2024 Present
Previous Registrations
  • 2010-03-01 → 2024-11-12
    Iron Mountain, MI
    Iron Mountain, MI
Other Businesses

"North Forty Wild Apples LLC Type of business: Internet retail tree seedling Iron Mountain, MI Start date: 12/22/2016 Owner Hours per week: 2 Hours during trading: 0 Start seedlings from seed, transplant into ground, harvest three years later and sell through online sales."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-22
S63 Uniform Securities Agent State Law Examination 2003-09-11
  • S66 Uniform Combined State Law Examination
    2009-10-22
  • S63 Uniform Securities Agent State Law Examination
    2003-09-11

View on SEC IAPD

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