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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 | 2019-12-13 |
Branch Locations
10431 Illinois Road, Fort Wayne, IN 46814 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Wayne | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Wayne | IN | 11/2016 | 12/2019 |
| Kingsview Wealth Management Llc | Fort Wayne | IN | 12/2019 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-29 |
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