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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-04 |
| WA | RA | APPROVED | 2020-02-14 |
Branch Locations
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 | Renton | WA | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Renton | WA | 11/2016 | 02/2020 |
| Kingsview Wealth Management | Kirkland | WA | 02/2020 | Present |
1) RENTAL PROPERTY, INVT RELATED, MERCER ISLAND, WA, 100% OWNERSHIP, START DATE 6/23/2019, 2 HRS PER MONTH, 0 DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-23 |
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