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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-29 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
3340 Erie Ave, Suite 202, Cincinnati, OH 45208 • United States
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 | Cincinnati | OH | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 11/2017 |
| Kingsview Wealth Management Llc | Cincinnati | OH | 11/2017 | Present |
| Wells Fargo Advisors | Cincinnati | OH | 01/2010 | 11/2017 |
| Kingsview Partners Llc | Grants Pass | OR | 11/2017 | Present |
OBA Name: PSH Holdings Investment-related: Yes OBA Address: Cincinnati, OH OBA Position: Owner OBA Start Date: 11/2017 Approximate OBA hours/month: 1 Approximate: OBA hours/months during business hours:1 LLC for Kingsview Compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
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