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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-11 |
| PA | RA | APPROVED | 2021-03-04 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
1248 Deerwood Drive, Miramar Beach, FL 32550 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lancaster | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lancaster | PA | 11/2016 | 03/2021 |
| Kingsview Wealth Management Llc | Miramar Beach | FL | 03/2021 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-27 |
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