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Eric Shawn Smith

Kingsview Wealth Management, LLC

Grants Pass, OR

Chadds Ford, PA

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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
PA RA APPROVED 2018-07-12
  • PA RA
    APPROVED
    Since 2018-07-12

Branch Locations

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

6 Dickinson Drive, Suite 303, Chadds Ford, PA 19317 • 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
Edward Jones Investments St. Louis MO 01/2008 07/2018
Kingsview Wealth Management Llc Chadds Ford PA 07/2018 Present
Kingsview Partners Llc Grants Pass OR 07/2018 Present
  • 01/2008 → 07/2018
    Edward Jones Investments
    St. Louis, MO
  • 07/2018 → Present
    Kingsview Wealth Management Llc
    Chadds Ford, PA
  • 07/2018 → Present
    Kingsview Partners Llc
    Grants Pass, OR
Previous Registrations
  • 2008-04-14 → 2018-07-15
    Edward Jones
    West Chester, PA
    St Louis, MO
    West Chester, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-27
  • S66 Uniform Combined State Law Examination
    2008-03-27
Designations

View on SEC IAPD

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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

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