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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-12-13 |
Branch Locations
10431 Illinois Road, Fort Wayne, IN 46814 • 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 | Fort Wayne | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Wayne | IN | 11/2016 | 12/2019 |
| Kingsview Wealth Management Llc | Fort Wayne | IN | 12/2019 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 12/2019 | Present |
BOOK FOR WHARTON SCHOOL; INVESTMENT RELATED; UPPER SADDLE RIVER, NJ 07459; AUTHOR; START DATE 12/2009; 10 HRS MONTH/ 0 HRS DURING TRADING. VOLUME ANALYSIS LLC; NON INVESTMENT RELATED; ROYALTIES INCOME FROM PUBLISHED BOOK; FORT WAYNE, IN; 5 HRS PER MONTH 0 DURING TRADING PROMOTE BOOK AND SOFTWARE DORMEIER PROPERTIES LLC, INV RELATED, FORT WAYNE, IN, 100% OWNERSHIP, START 2/28/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 1993-05-28 |
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