Best Investors Account Sign in
Inactive

Joshua Hunter Coupe

Kingsview Wealth Management, LLC

Wilmington, DE

Grants Pass, OR

Claim This Profile
Current Employers
Kingsview Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2018-06-21
  • DE RA
    APPROVED
    Since 2018-06-21

Branch Locations

1813 Marsh Road Ste A, Wilmington, DE 19810 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • 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 St. Louis MO 05/2008 06/2018
Kingsview Asset Management Wilmington DE 06/2018 Present
  • 05/2008 → 06/2018
    Edward Jones
    St. Louis, MO
  • 06/2018 → Present
    Kingsview Asset Management
    Wilmington, DE
Previous Registrations
  • 2008-06-26 → 2018-06-26
    Edward Jones
    Wilmington, DE
    St Louis, MO
    Wilmington, DE
    Wilmington, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-27
S63 Uniform Securities Agent State Law Examination 2008-03-18
  • S66 Uniform Combined State Law Examination
    2008-05-27
  • S63 Uniform Securities Agent State Law Examination
    2008-03-18

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
WISE FINANCIAL SERVICES LLC

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE
RAYMOND JAMES & ASSOCIATES, INC. · WILMINGTON, DE

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor