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Trenton Porter Lay

Kingsview Wealth Management, LLC

Grants Pass, OR

Grand Junction, CO

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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
CO RA APPROVED 2024-09-11
WA RA APPROVED 2018-11-29
  • CO RA
    APPROVED
    Since 2024-09-11
  • WA RA
    APPROVED
    Since 2018-11-29

Branch Locations

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

619 Main St, Grand Junction, CO 81501 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Oak Harbor/Anacortes WA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Oak Harbor/Anacortes WA 11/2016 11/2018
Kingsview Wealth Management Llc Grand Junction CO 11/2018 Present
Kingsview Partners Llc Grants Pass OR 11/2018 Present
Previous Registrations
  • 2011-01-03 → 2018-12-04
    Wells Fargo Clearing Services, Llc
    Clinton, WA
    Coupeville, WA
    Oak Harbor, WA
    Friday Harbor, WA
    Oak Harbor, WA
    Anacortes, WA
    Seattle, WA
    Oak Harbor, WA
    Freeland, WA
  • 2004-08-23 → 2011-01-03
    Wells Fargo Investments, Llc
    Oak Harbor, WA
    Bothell, WA
    Bothell, WA
Other Businesses

Licensed life and health insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-21
  • S66 Uniform Combined State Law Examination
    2004-08-21
Other Names
  • Trent Lay

View on SEC IAPD

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PURPOSE FIRST FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI
David Duff
ZACHARY P FARMER
Brent Thomas Bordenkircher
Joshua David Farley
JONATHAN IAN MILLMAN

Other Offices

LPL FINANCIAL LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELLS FARGO CLEARING SERVICES, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELCH INVESTMENT GROUP, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR

More in Grants Pass, OR

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