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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED_RES | 2025-06-27 |
Branch Locations
600 Main Street, Wintersville, OH 43953 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2014 | 06/2025 |
| Ohio Army National Guard | Stow | OH | 06/2007 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 06/2025 | Present |
| Kingsview Wealth Management Llc | Steubenville | OH | 06/2025 | Present |
1. Residential Rental Properties Kent, OH Start date: 9/1/2009 Owner Hours per week: 2 Hours during trading: 0 Maintain property. 2. OBA Name: Kent Legacy Rentals Investment-related: Yes OBA Address: Richmond, OH OBA Nature: Real Estate OBA Position: Owner OBA Title or Relationship: Owner OBA Start Date: 01/01/2005 Approximate OBA hours/month: 10 Approximate: OBA hours/months during business hours: 0 OBA Duties: Buy, hold, and operate real estate rentals 3. OBA Name: Wealth Works LLC Investment-related: Yes OBA Address: Steubenville, OH OBA Nature: LLC for Kingsview Compensation OBA Position: Owner OBA Start Date: 08/2025 Approximate OBA hours/month: 40 Approximate: OBA hours/months during business hours: 160
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-25 |
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