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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
CA RA APPROVED 2022-06-10
TX RA APPROVED 2022-06-10
  • CA RA
    APPROVED
    Since 2022-06-10
  • TX RA
    APPROVED
    Since 2022-06-10

Branch Locations

205 I Street Suite A, Eureka, CA 95501 • 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 Clearing Services, Llc Eureka CA 06/2018 06/2022
Surfside Burger Shack Eureka CA 11/2016 10/2020
Tss, Inc Redway CA 10/2016 04/2017
Cecils Bistro Garberville CA 04/2016 11/2016
Kingsview Partners Llc Grants Pass OR 06/2022 Present
Kingsview Wealth Management Llc Eureka CA 06/2022 Present
  • 06/2018 → 06/2022
    Eureka, CA
  • 11/2016 → 10/2020
    Surfside Burger Shack
    Eureka, CA
  • 10/2016 → 04/2017
    Tss, Inc
    Redway, CA
  • 04/2016 → 11/2016
    Cecils Bistro
    Garberville, CA
  • 06/2022 → Present
    Kingsview Partners Llc
    Grants Pass, OR
  • 06/2022 → Present
    Eureka, CA
Previous Registrations
Other Businesses

HUMBOLDT COUNTY WORKFORCE DEVELOPMENT BOARD; NOT INV. RELATED; EUREKA, CA; BOARD MEMBER; START 7/2019; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING; DISCUSS ALLOCATION OF FEDERAL/STATE GRANTS/PUBLIC FUNDS FOR VOCATIONAL TRAINING PROGRAMS. HUMBOLDT COUNTY WORKFORCE DEVELOPMENT BOARD; NOT INV. RELATED; EUREKA, CA; EXECUTIVE COMMITTEE MEMBER; START 1/2021; LESS THAN 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS AND WORK WITH COMMITTEE MEMBERS TO DISCUSS STAFF PERFORMANCE AND APPOINTMENT OF NEW BOARD MEMBERS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-26
  • S66 Uniform Combined State Law Examination
    2018-10-26
Other Names
  • Daniel Dixon

View on SEC IAPD

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