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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
1821 Westinghouse Road, Building 1 Suite 1170, Georgetown, TX 78626 • 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 |
|---|---|---|---|---|
| Kingsview Partners Llc | Grants Pass | OR | 04/2023 | Present |
| Kingsview Wealth Management Llc | Georgetown | TX | 04/2023 | Present |
| Veritas Counseling Group | Leander | TX | 07/2022 | 08/2023 |
| Tania Glenn & Associates | Cedar Park | TX | 02/2022 | 02/2023 |
| Texas State University | Round Rock | TX | 11/2017 | 05/2022 |
| Office Depot | Austin | TX | 08/2017 | 11/2017 |
| Dsw | Cedar Park | TX | 03/2017 | 05/2017 |
| Full-Time Education | Cedar Park | TX | 01/2016 | 08/2017 |
OBA Name: Veritas Counseling Group Investment-related: Yes OBA Address: Georgetown,TX OBA Nature: S-Corp to receive Kingsview compensation OBA Position: Owner OBA Title or Relationship: Owner OBA Start Date: 07/20/22022 Approximate OBA hours/month: 160 Approximate: OBA hours/months during business hours: 160 OBA Duties: S-Corp to receive Kingsview compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-11 |
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