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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-03 |
Branch Locations
600 Eden Rd Building I, Lancaster, PA 17601 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lancaster | PA | 10/2015 | 07/2023 |
| Raymond James Financial Services Advisors Inc. | Lancaster | PA | 10/2015 | 07/2023 |
| Kingsview Wealth Management Llc | Lancaster | PA | 07/2023 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-25 |
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