Best Investors
Account
Sign in
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-07 |
| WA | RA | APPROVED | 2019-12-07 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
4727 44Th Ave Sw Suite 205, Seattle, WA 98116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Seattle | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 12/2019 |
| Kingsview Wealth Management Llc | Seattle | WA | 12/2019 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 12/2019 | Present |
1. OBA Name: WASHINGTON PHYSICIANS HEALTH PROGRAM ? Investment-related: YES ? OBA Address: 4727 44TH AVE SW, SUITE 205, SEATTLE, WA 98116 ? OBA Nature: MEDICAL-FOCUSED NON-PROFIT ? OBA Position: WEALTH ADVISOR ? OBA Title or Relationship: WEALTH ADVISOR ? OBA Start Date: 10/01/2024 ? Approximate OBA hours/month: 4 ? Approximate OBA hours/month during business hours: 4 ? OBA Duties: PRO-BONO FINANCIAL PLANNING WORK FOR A LOCAL NON-PROFIT ORGANIZATION, WASHINGTON PHYSICIANS HEALTH PROGRAM (WPHP). WPHP WORKS WITH INDIVIDUALS IN THE MEDICAL PROFESSION THAT ARE HAVING PROFESSIONAL AND PERSONAL ISSUES. COREY OWEN AND I HAVE BEEN ASKED TO PROVIDE A PRO-BONO ONE-TIME FINANCIAL PLAN FOR WPHP PARTICIPANTS. POTENTIALLY A WPHP PARTICIPANT COULD DECIDE TO HIRE COREY OR MYSELF FOR LONGER TERM FEE FOR ADVISING RELATIONSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-25 |
Reach out to this advisor