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Current Employers
Kingsview Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-05
  • OH RA
    APPROVED
    Since 2025-12-05

Branch Locations

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

1426 S Main St, Bellefontaine, OH 43311 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2013 12/2025
Kingsview Partners, Llc Grants Pass OR 12/2025 Present
Kingsview Wealth Management, Llc Bellefontaine OH 12/2025 Present
Previous Registrations
  • 2013-10-07 → 2025-12-08
    Bellefontaine, OH
    Maryland Heights, MO
    Maryland Heights, MO
    Bellefontaine, OH
Other Businesses

Board member - make sure the executive team executes the vision of the organization. Green Hills Community West Liberty, OH Start date: 3/1/2017 Board Member Hours per week: 0 Hours during trading: 0 Help make decisions for the board in order to grow in service for the residents and the community. CTL Properties of Bellefontaine LLC Type of business: Rental Property Bellefontaine, OH Start date: 5/23/2020 President Hours per week: 5 Hours during trading: 0 Maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-04
  • S66 Uniform Combined State Law Examination
    2013-10-04

View on SEC IAPD

Other Firms

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