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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
IN RA APPROVED 2025-03-10
  • IN RA
    APPROVED
    Since 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

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
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
  • 05/2014 → 12/2020
    Reimbold & Anderson
    Fort Wayne, IN
  • 07/2021 → 03/2025
    Howard Bailey Financial
    Fort Wayne, IN
  • 12/2020 → 07/2021
    Commonwealth
    Fort Wayne, IN
  • 03/2025 → Present
    Fort Wayne, IN
  • 03/2025 → Present
    Kingsview Partners, Llc
    Grants Pass, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-19
Other Names
  • Sara Ann Conz

View on SEC IAPD

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