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Robert Roy Robinson

Kingsview Wealth Management, LLC

Casper, WY

Grants Pass, OR

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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
WY RA APPROVED 2019-02-01
  • WY RA
    APPROVED
    Since 2019-02-01

Branch Locations

152 N. Durbin St. Suite 230, Casper, WY 82601 • 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
Wells Fargo Advisors Llc Gillette WY 01/2011 11/2016
Wells Fargo Clearing Services, Llc Gillette WY 11/2016 02/2019
Wells Fargo Advisors Casper WY 01/2006 02/2019
Kingsview Wealth Management Llc Casper WY 02/2019 Present
Kingsview Partners Llc Grants Pass GA 02/2019 Present
Previous Registrations
  • 2011-01-03 → 2019-02-08
    Wells Fargo Clearing Services, Llc
    Riverton, WY
    Gillette, WY
    Dubois, WY
    Casper, WY
    Casper, WY
    Billings, MT
    Casper, WY
  • 2019-01-16 → 2019-01-17
    Kingsview Wealth Management, Llc
    Casper, WY
    Grants Pass, OR
  • 2004-11-15 → 2011-01-03
    Wells Fargo Investments, Llc
    Riverton, WY
    Dubois, WY
    Casper, WY
    Gillette, WY
    Casper, WY
    Casper, WY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-08
  • S66 Uniform Combined State Law Examination
    2004-11-08

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
GENEOS WEALTH MANAGEMENT, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PINNACLE WEST ASSET MANAGEMENT INC

Other Investors

DANIEL CHRISTENSEN
MICHAEL LEE LOUGEE
CHRISTOPHER JOHN CROSSEN
COLE WENDEL MONTGOMERY
KYLE ANTHONY HENRIKSEN
Cara Marie Litke
KEVIN CHARLES MURPHY
MARK GLENN PETRIE

Other Offices

EAGLE STRATEGIES LLC · CASPER, WY
STATE FARM INVESTMENT MANAGEMENT CORP. · Casper, WY
AMERIPRISE FINANCIAL SERVICES, LLC · CASPER, WY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CASPER, WY
GENEOS WEALTH MANAGEMENT, INC. · CASPER, WY
OSAIC WEALTH, INC. · CASPER, WY
CETERA INVESTMENT ADVISERS LLC · CASPER, WY
PINNACLE WEST ASSET MANAGEMENT INC · CASPER, WY

More in Casper, WY

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