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Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2012 Present
Previous Registrations
  • 2012-07-23 → 2026-01-19
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-28
  • S66 Uniform Combined State Law Examination
    2011-09-28
Designations
Other Names
  • Robert Leon Shelton

View on SEC IAPD

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