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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 2022-08-01
  • PA RA
    APPROVED
    Since 2022-08-01

Branch Locations

6 Dickinson Drive, Suite 303, West Chester, PA 19317 • 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 Bank Na Sharon Hill PA 07/2011 07/2022
Wells Fargo Advisors Llc Sharon Hill PA 09/2011 11/2016
Wells Fargo Clearing Services, Llc Sharon Hill PA 11/2016 07/2022
Kingsview Wealth Management Llc West Chester PA 07/2022 Present
Kingsview Partners Llc Grants Pass OR 07/2022 Present
Previous Registrations
  • 2014-07-28 → 2022-08-04
    Radnor, PA
    Drexel Hill, PA
    Sharon Hill, PA
    Wayne, PA
    Glen Mills, PA
    Folsom, PA
    Ridley Park, PA
    Kennett Square, PA
    Springfield, PA
    Oxford, PA
Other Businesses

RENTAL PROPERTY; INV RELATED; PHILADELPHIA, PA; 100% OWNER; START 2/1/2014; 0.5 HOURS PER MONTH, 0 DURING TRADING; LANDLORD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-28
S63 Uniform Securities Agent State Law Examination 2011-11-08
  • S66 Uniform Combined State Law Examination
    2014-07-28
  • S63 Uniform Securities Agent State Law Examination
    2011-11-08
Other Names
  • Zachary Knable

View on SEC IAPD

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