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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 | Lancaster | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lancaster | PA | 11/2016 | 03/2021 |
| Kingsview Partners | Wyomissing | PA | 03/2021 | Present |
TRUSTEE FOR SON, INV RELATED, MOHNTON, PA, START: 10/2000, 1 HOUR PER MONTH/0 DURING TRADING. READING SYMPHONY, INV RELATED, READING, PA, FINANCE COMMITTEE MEMBER, START 5/30/2017, 2 HOURS PER MONTH, ZERO DURING TRADING JEWISH FEDERATION OF READING, INV RELATED, WYOMISSING, PA, TREASURER, START 9/1/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS TO DISCUSS P AND L STATEMENT SAND BALANCE SHEETS ON MANAGED ACCOUNTS AND REVIEW BUDGETS.; EXECUTRIX FOR FRIEND, INV RELATED, EPHRATA, PA, EXEUTRIX, START DATE: 3/1/19, 10 HRS/MONTH, 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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