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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-04-09 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Lebanon, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 10/2010 | 04/2020 |
| Bank Of America,Na | Scottsdale | AZ | 10/2010 | 04/2020 |
| Kingsview Partners Llc | Grants Pass | OR | 04/2020 | Present |
| Kingsview Wealth Management Llc | Noblesville | IN | 04/2020 | Present |
I*90978 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LEBANON BERG VAULT INVESTMENT RELATED: N ADDRESS OF BUSINESS: LEBANON, INDIANA 46052 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: OTHER, ONLY AS NEEDED - TEMPORARY START DATE OF RELATIONSHIP: 2/27/2016 NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BURIAL VAULT COMPANY PROVIDING BURIAL VAULTS AND CEMETERY SERVICES TO FUNERAL HOMES. I WILL BE SETTING UP FUNERAL SERVICE AT CEMETERIES AND PLACING BURIAL VAULTS IN GROUND.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-22 |
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