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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
RENTAL PROPERTY; INV RELATED; PHILADELPHIA, PA; 100% OWNER; START 2/1/2014; 0.5 HOURS PER MONTH, 0 DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
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