Robert Leon Shelton

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

Authority	Category	Status	Date
PA	RA	APPROVED	2026-01-16

PA RA
APPROVED

Since 2026-01-16

Branch Locations

724 Lancaster Ave Suite 262, Wayne, PA 19087 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2012	Present

07/2012 → Present

Edward Jones

St Louis, MO

Previous Registrations

2012-07-23 → 2026-01-19

Edward Jones

Wayne, PA

St Louis, MO

West Chester, PA

Glenmoore, PA

Other Businesses

Greystoke III, LLC Type of business: Real Estate Holding Indianpolis, IN Start date: 9/1/2020 Member Hours per week: 0 Hours during trading: 0 Passive investment Greystoke 5902, LLC Type of business: Real Estate Holdin Indianapolis, IN Start date: 9/1/2020 Member Hours per week: 0 Hours during trading: 0 Passive investment

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-28

S66 Uniform Combined State Law Examination

2011-09-28

Designations

Certified Financial Planner

Other Names

Robert Leon Shelton

View on SEC IAPD