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Kingsview Wealth Management, LLC CRD 148107
$8.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-26 |
| TX | RA | APPROVED_RES | 2024-02-24 |
Branch Locations
1 Civic Center Dr Suite 350, San Marcos, CA 92069 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2010 | 02/2024 |
| Kingsview Wealth Management, Llc | San Marcos | CA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-12 |
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