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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-08 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Orlando, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsview Partners Llc | Grants Pass | OR | 11/2015 | Present |
| Kingsview Wealth Management Llc | New York | NY | 11/2015 | Present |
OBA Name: The Perlman Group Wealth Management, LLC Investment-related: Yes OBA Address: Orlando, FL OBA Nature: LLC to receive Kingsview compensation OBA Position: Owner OBA Title or Relationship: Owner OBA Start Date: 01/01/2023 Approximate OBA hours/month: 5 Approximate: OBA hours/months during business hours: 0 OBA Duties: LLC to receive Kingsview compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-16 |
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