Best Investors
Account
Sign in
Best Investors
Account
Sign in
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-11-29 |
Branch Locations
427 S. Washington St. Suite 1, Maryville, TN 37804 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | La Jolla | CA | 03/2015 | 04/2017 |
| Kingsview Wealth Management Llc | Roseville | CA | 04/2017 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 04/2017 | Present |
| Kingsview Wealth Management, Llc | Maryville | TN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-20 |
Reach out to this advisor