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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-13 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Milford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Norwalk | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Norwalk | CT | 11/2016 | 01/2022 |
| Kingsview Partners Llc | Grants Pass | OR | 01/2022 | Present |
| Kingsview Wealth Management Llc | Milford | CT | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-05 |
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