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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-30 |
Branch Locations
5880 N. Canton Center Rd Suite 418, Canton, MI 48187 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2019 | 09/2025 |
| A123 Systems Inc. | Livonia | MI | 09/2016 | 05/2019 |
| Xalt Energy | Midland | MI | 11/2014 | 09/2016 |
| Kingsview Wealth Management Llc | Canton | MI | 09/2025 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
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