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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-04 |
Branch Locations
945 Berkshire Blvd Suite 102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Reading | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 03/2021 |
| Kingsview Partners | Wyomissing | PA | 03/2021 | Present |
POWER OF ATTORNEY FOR DAUGHTER; INVESTMENT RELATED; SINKING SPRINGS PA, BEGAN 2008, NO TIME CURRENTLY SPENT. POWER OF ATTORNEY FOR STEP-FATHER; INV RELATED; MOUNDSVILLE, WV; START: 7/14/17; 1 HR PER MONTH; 0 HRS DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV RELATED; SINKING SPRING, PA; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-14 |
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