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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 2025-05-27
  • VA RA
    APPROVED
    Since 2025-05-27

Branch Locations

2941 Fairview Park Dr, Ste. 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
Kingsview Partners Llc Grants Pass OR 07/2024 Present
Kingsview Wealth Management, Llc Falls Church VA 07/2024 Present
Amj Financial Wealth Managment Leesburg VA 06/2023 08/2023
Sharkey's Rib & Wing Joint Blacksburg VA 08/2023 05/2024
Target Fairfax VA 11/2020 01/2021
Virginia Tech Blacksburg VA 08/2020 05/2024
Unemployed Springfield VA 01/2005 11/2020
  • 07/2024 → Present
    Kingsview Partners Llc
    Grants Pass, OR
  • 07/2024 → Present
    Falls Church, VA
  • 06/2023 → 08/2023
    Amj Financial Wealth Managment
    Leesburg, VA
  • 08/2023 → 05/2024
    Sharkey's Rib & Wing Joint
    Blacksburg, VA
  • 11/2020 → 01/2021
    Target
    Fairfax, VA
  • 08/2020 → 05/2024
    Virginia Tech
    Blacksburg, VA
  • 01/2005 → 11/2020
    Unemployed
    Springfield, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09

View on SEC IAPD

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