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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-06 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
200 West Frontier, Suite H, Payson, AZ 85541 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2012 | 03/2025 |
| Kingsview Partners Llc | Grants Pass | OR | 04/2025 | Present |
| Kingsview Wealth Management Llc | Payson | AZ | 04/2025 | Present |
1) OBA Name: Walsh Wealth Services LLC ? Investment-related: YES ? OBA Address: 908 S RODEO DRIVE, PAYSON, AZ 85541 ? OBA Nature: LLC FOR TAX AND COMPENSATION PURPOSES ? OBA Position: OWNER ? OBA Title or Relationship: OWNER ? OBA Start Date: MARCH 2025 ? Approximate OBA hours/month: 1 ? Approximate OBA hours/month during business hours: 0 ? OBA Duties: OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
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