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Kingsview Wealth Management, LLC CRD 148107
$8.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-11 |
| TX | RA | APPROVED_RES | 2021-02-05 |
Branch Locations
4210 Columbia Road, Suite 15A, Martinez, GA 30907 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Martinez | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Martinez | GA | 11/2016 | 02/2021 |
| Kingsview Wealth Management Llc | Evans | GA | 02/2021 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 02/2021 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; AUGUSTA, GA; 50% OWNERSHIP; START DATE 07/17/2017; NO TIME DEVOTED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-21 |
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