Trevor Scott Gray

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-09-13

VA RA
APPROVED

Since 2024-09-13

Branch Locations

250 S Main St Suite 320, Blacksburg, VA 24060 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2010	09/2024
Kingsview Partners, Llc	Grants Pass	OR	09/2024	Present
Kingsview Wealth Management, Llc	Blacksburg	VA	09/2024	Present

04/2010 → 09/2024

Edward Jones

St Louis, MO
09/2024 → Present

Kingsview Partners, Llc

Grants Pass, OR
09/2024 → Present

Kingsview Wealth Management, Llc

Blacksburg, VA

Previous Registrations

2010-06-07 → 2024-09-16

Edward Jones

Blacksburg, VA

St Louis, MO

Other Businesses

Hunter Rd LLC Type of business: Real Estate Blacksburg, VA Start date: 7/31/2020 Partner Hours per week: 0 Hours during trading: 0 No Responsibilities Rental Type of business: Rental Property Blacksburg, VA Start date: 3/1/2021 Partner Hours per week: 0 Hours during trading: 0 maintain property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-06-04

S66 Uniform Combined State Law Examination

2010-06-04

Designations

Certified Financial Planner

Other Names

Trevor Gray

View on SEC IAPD