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Shannon Elaine Avery

Kingsview Wealth Management, LLC

Greensboro, NC

Grants Pass, OR

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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
NC RA APPROVED 2024-02-20
  • NC RA
    APPROVED
    Since 2024-02-20

Branch Locations

804 Green Valley Rd Suite 103, Greensboro, NC 27408 • 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 08/2016 02/2024
Kingsview Partners Llc Grants Pass OR 02/2024 Present
Kingsview Wealth Management Llc Greensboro NC 02/2024 Present
Previous Registrations
  • 2016-11-28 → 2024-02-21
    Edward Jones
    South Jordan, UT
    St Louis, MO
    South Jordan, UT
    Riverton, UT
    Riverton, UT
    Greensboro, NC
    Greensboro, NC
Other Businesses

Type of business: Rental income Orem, UT Start date: 12/1/2022 Owner of property Hours per week: 0 Hours during trading: 0 No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2016-09-23
Other Names
  • Shannon Elaine Mullins

View on SEC IAPD

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