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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
PA RA APPROVED 2026-06-30
  • PA RA
    APPROVED
    Since 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

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
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
  • 06/2026 → Present
    Kingsview Partners, Llc
    Grants Pass, OR
  • 06/2026 → Present
    Kingsview Wealth Management
    Wyomissing, PA
  • 05/2020 → 01/2026
    Regeneron
    Rensselaer, NY
  • 02/2026 → 06/2026
    Kingsview Wealth Management
    Wyomissing, PA
  • 08/2014 → 12/2019
    Rensselaer Polytechnic Institute
    Troy, NY
  • 01/2020 → 04/2020
    Unemployed
    Rensselaer, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-22
  • S65 Uniform Investment Adviser Law Examination
    2026-06-22
Other Names
  • Brandt Beck

View on SEC IAPD

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