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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2019-09-19 |
Branch Locations
152 North Durbin St Suite 230, Casper, WY 82601 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Casper | WY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Casper | WY | 11/2016 | 09/2019 |
| Kingsview Wealth Management Llc | Casper | WY | 09/2019 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-06 |
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