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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
FL RA APPROVED 2019-08-08
  • FL RA
    APPROVED
    Since 2019-08-08

Branch Locations

301 South Ferdon Blvd Suite E, Crestview, FL 32536 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2012 07/2019
Kingsview Partners Llc Grants Pass OR 07/2019 Present
Kingsview Wealth Management Llc Crestview FL 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-29
  • S66 Uniform Combined State Law Examination
    2007-11-29

View on SEC IAPD

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