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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 | 2014-07-18 |
Branch Locations
427 S. Washington St. Suite 1, Maryville, TN 37804 • 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 |
|---|---|---|---|---|
| U.S. Navy | Anywhere | CA | 06/2000 | Present |
| Kingsview Wealth Management Llc | Maryville | TN | 07/2014 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 07/2014 | Present |
U.S. NAVY -NOT INVESTMENT RELATED -MILITARY NAVAL AVIATOR - 06/2000 -40 HOURS A WEEK, OF WHICH 4 HOURS ARE DURING TRADING HOURS. PILOT FOR NAVY. INDEPENDENT INSURANCE AGENT - NOT INVESTMENT RELATED - SAME ADDRESS AS KINGSVIEW - LIFE INSURANCE - 01/2010 - 5 HOURS A WEEK - INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-04 |
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