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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-20 |
Branch Locations
205 I Street Suite A, Eurka, CA 95501 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Hammond Insurance Agency | Eureka | CA | 09/2014 | 03/2018 |
| State Farm Vp Management Corp. | Eureka | CA | 09/2014 | 03/2018 |
| Southern New Hampshire University | Hooksett | NH | 03/2016 | 01/2018 |
| Cuna Mutual Group | Waverly | IA | 06/2019 | 06/2023 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2019 | 06/2023 |
| Ebert Capital Management | Eureka | CA | 05/2018 | 04/2019 |
| Jason Forester State Farm | Arcata | CA | 03/2018 | 05/2018 |
| Lpl Financial Llc | Eureka | CA | 05/2022 | 06/2023 |
| Kingsview Wealth Management Llc | Eureka | CA | 06/2023 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 06/2023 | Present |
1) 05-18-2022-Arbonne-NOT INVESTMENT RELATED-Home Based-MLM-Sales Consultant-START DATE: 9/2016-1 Hours Per Month-0 Hours During Trading- 2) 05-18-2022-Coast Central Financial & Retirement Planning- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-22 |
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