Best Investors Account Sign in
Inactive

Aaron Das

Kingsview Wealth Management, LLC

Braselton, GA

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
GA RA APPROVED 2020-09-23
  • GA RA
    APPROVED
    Since 2020-09-23

Branch Locations

6750 Hwy 53 Suite 105, Braselton, GA 30517 • 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
Wells Fargo Advisors Llc Woodstock GA 06/2011 11/2016
Wells Fargo Clearing Services, Llc Woodstock GA 11/2016 09/2020
Kingsview Partners Alpharetta GA 09/2020 Present
  • 06/2011 → 11/2016
    Wells Fargo Advisors Llc
    Woodstock, GA
  • 11/2016 → 09/2020
    Wells Fargo Clearing Services, Llc
    Woodstock, GA
  • 09/2020 → Present
    Kingsview Partners
    Alpharetta, GA
Previous Registrations
  • 2013-02-04 → 2020-09-15
    Wells Fargo Clearing Services, Llc
    Woodstock, GA
    Atlanta, GA
    Roswell, GA
    Atlanta, GA
    Alpharetta, GA
    Canton, GA
    Alpharetta, GA
    Alpharetta, GA
    Alpharetta, GA
    Atlanta, GA
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-01
S63 Uniform Securities Agent State Law Examination 2011-07-27
  • S66 Uniform Combined State Law Examination
    2013-02-01
  • S63 Uniform Securities Agent State Law Examination
    2011-07-27

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIRST ADVISORS NATIONAL, LLC
FORDHAM FINANCIAL SERVICES, INC.
SOUND INCOME STRATEGIES, LLC
INDEPENDENT FINANCIAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
SAINT FRANCIS CAPITAL

Other Investors

RALPH MALCOLM BROOKS
Brison Andrew Kendal Mann
Paul Schlitz
DOUGLAS FORTIER TURGEON
ERIC THOMAS SCOGGINS
Cody Carpenter
Nicholas Dalton Franks
SAMUEL THOMAS MADARIS

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Braselton, GA
EDWARD JONES · BRASELTON, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Braselton, GA
FIRST ADVISORS NATIONAL, LLC · Hoschton, GA
FORDHAM FINANCIAL SERVICES, INC. · HOSCHTON, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoschton, GA
SOUND INCOME STRATEGIES, LLC · Braselton, GA
INDEPENDENT FINANCIAL PARTNERS · Braselton, GA

More in Braselton, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor