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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-10 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
205 I Street Suite A, Eureka, CA 95501 • 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 | Eureka | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Eureka | CA | 11/2016 | 06/2022 |
| Kingsview Wealth Management Llc | Eureka | CA | 06/2022 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 06/2022 | Present |
MICHAEL MUNSON INVESTMENTS, INV RELATED, EUREKA, CA, START 12/3/2004, 120 HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD RENTAL PROPERTY. AA COCKTAIL LOUNGE, INC; NOT INV RELATED; EUREKA, CA; BAR AND GRILL; 100% OWNERSHIP; START 11/16/2015; 4 HOURS PER MONTH, LESS THAN 1 HR DURING TRADING; OVERSEE MANAGEMENT TEAM. MSM-JAM ENTERPRISES, INC. DBA THE JAM; NOT INVESTMENT RELATED; ARCATA,CA; 100% OWNERSHIP; START 9/30/2019; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; OVERSEE THE MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-14 |
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