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Joshua Hunter Coupe

Kingsview Wealth Management, LLC

Wilmington, DE

Grants Pass, OR

CRD 5483622

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Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS

Nearby Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

More in Wilmington, DE

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