DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC
MECOSTA, MI | GRANTS PASS, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | Independent wealth | Apr 14, 2026 | n/a | yes | GRANTS PASS, OR|MECOSTA, MI | Current employment |
| EDWARD JONES | National bd RIA | Feb 16, 2010 | Apr 13, 2026 | no | ALMA, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | KINGSVIEW WEALTH MANAGEMENT, LLC | Apr 13, 2026 | Apr 14, 2026 | 1 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:148107:MI:2026-04-13 | Apr 13, 2026 | Apr 14, 2026 | ALMA, MI | Firm change |