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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-10 |
Branch Locations
10431 Illinois Rd, Fort Wayne, IN 46814 • 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 |
|---|---|---|---|---|
| Reimbold & Anderson | Fort Wayne | IN | 05/2014 | 12/2020 |
| Howard Bailey Financial | Fort Wayne | IN | 07/2021 | 03/2025 |
| Commonwealth | Fort Wayne | IN | 12/2020 | 07/2021 |
| Kingsview Wealth Management, Llc | Fort Wayne | IN | 03/2025 | Present |
| Kingsview Partners, Llc | Grants Pass | OR | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
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