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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-15 |
Branch Locations
205 I Street, Suite A, Eureka, CA 95501 • 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 |
|---|---|---|---|---|
| Saint Bernards Academy | Eureka | CA | 08/2013 | 06/2019 |
| College Of Redwoods | Eureka | CA | 08/2019 | 06/2021 |
| Cal Poly Humboldt | Arcata | CA | 08/2021 | 06/2022 |
| Prospera Financial Services Inc | Dallas | TX | 01/2023 | 07/2024 |
| Unemployed | Eureka | CA | 08/2022 | 01/2023 |
| Kingsview Partners Llc | Grants Pass | OR | 08/2024 | Present |
| Kingsview Wealth Management Llc | Eureka | CA | 08/2024 | Present |
1. OBA Name: SIMONI LAWNS ? Investment-related: NO ? OBA Address: 3707 SPRING ST, EUREKA, CA 95503 ? OBA Nature: LANDSCAPING ? OBA Position: EMPLOYEE ? OBA Title or Relationship: EMPLOYEE ? OBA Start Date: JANUARY 2023 ? Approximate OBA hours/month: 4 ? Approximate OBA hours/month during business hours: 0 ? OBA Duties: EMPLOYED BY SIMONI LAWNS; COMPENSATION REPRESENTS 1-9% OF HIS ANNUAL PAY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-06 |
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