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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2020-08-21 |
Branch Locations
10400 Academy Ne Suite 240, Albuquerque, NM 87111 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2012 | 08/2020 |
| Kingsview Wealth Management Llc | Albuquerque | NM | 08/2020 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 08/2020 | Present |
OBA Name: Striving For Alpha Wealth Management Investment-related: Yes OBA Address: Albuquerque, NM OBA Nature: LLC to receive Kingsview compensation OBA Position: President OBA Title or Relationship: President OBA Start Date: 07/01/2025 Approximate OBA hours/month: 200 Approximate: OBA hours/months during business hours: 110 OBA Duties: LLC to receive Kingsview compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
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