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Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC
GRANTS PASS, OR | MOUNTAIN HOME, AR
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 | Jul 25, 2025 | n/a | yes | GRANTS PASS, OR|MOUNTAIN HOME, AR | Current employment |
| EDWARD JONES | National bd RIA | Mar 3, 2007 | Jul 31, 2025 | no | Newport, AR|MOUNTAIN HOME, AR|Woodstock, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | KINGSVIEW WEALTH MANAGEMENT, LLC | Jul 31, 2025 | Jul 25, 2025 | -6 | Firm change | Ibd to RIA |