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Brian Matthew Bobby

Kingsview Wealth Management, LLC

Falls Church, VA

Grants Pass, OR

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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
VA RA APPROVED 2022-11-04
  • VA RA
    APPROVED
    Since 2022-11-04

Branch Locations

2941 Fairview Park Dr Suite 800, Falls Church, VA 22042 • 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
Edward Jones St Louis MO 02/2018 11/2022
Wh Administrators Bethesda MD 02/2017 01/2018
Accenture Federal Services Arlington VA 01/2015 01/2017
Kingsview Wealth Management Llc Falls Church VA 11/2022 Present
Kingsview Partners Llc Grants Pass OR 11/2022 Present
  • 02/2018 → 11/2022
    Edward Jones
    St Louis, MO
  • 02/2017 → 01/2018
    Wh Administrators
    Bethesda, MD
  • 01/2015 → 01/2017
    Accenture Federal Services
    Arlington, VA
  • 11/2022 → Present
    Kingsview Wealth Management Llc
    Falls Church, VA
  • 11/2022 → Present
    Kingsview Partners Llc
    Grants Pass, OR
Previous Registrations
  • 2018-10-24 → 2022-11-07
    Edward Jones
    Aldie, VA
    St Louis, MO
    Ashburn, VA
    Aldie, VA
    Herndon, VA
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-23
  • S66 Uniform Combined State Law Examination
    2018-10-23

View on SEC IAPD

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Other Offices

INVESTMENT & RESOURCE PLANNING · FALLS CHURCH, VA
ADVISORS FINANCIAL, INC. · FALLS CHURCH, VA
WORLD INVESTMENT ADVISORS, LLC · Reston, VA
NEAT FINANCIAL PLANNING · FALLS CHURCH, VA
LPL FINANCIAL LLC · FALLS CHURCH, VA
CETERA INVESTMENT ADVISERS LLC · FALLS CHURCH, VA
EDWARD JONES · FALLS CHURCH, VA
CETERA INVESTMENT ADVISERS LLC · ARLINGTON, VA

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