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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-12-14 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
2513 N. Oak St Suite 201, Myrtle Beach, SC 29577 • 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 | Myrtle Beach | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Myrtle Beach | SC | 11/2016 | 12/2020 |
| Kingsview Wealth Management Llc | Myrtle Beach | SC | 12/2020 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-17 |
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