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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-30 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
945 Berkshire Blvd Suite 102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsview Partners, Llc | Grants Pass | OR | 06/2026 | Present |
| Kingsview Wealth Management | Wyomissing | PA | 06/2026 | Present |
| Regeneron | Rensselaer | NY | 05/2020 | 01/2026 |
| Kingsview Wealth Management | Wyomissing | PA | 02/2026 | 06/2026 |
| Rensselaer Polytechnic Institute | Troy | NY | 08/2014 | 12/2019 |
| Unemployed | Rensselaer | NY | 01/2020 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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