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Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC
Robbinsville, NJ | 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 | Aug 24, 2026 | n/a | yes | GRANTS PASS, OR|Robbinsville, NJ | Current employment |
| EDWARD JONES | National bd RIA | Nov 26, 2008 | Aug 25, 2026 | no | ROBBINSVILLE, NJ|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | KINGSVIEW WEALTH MANAGEMENT, LLC | Aug 25, 2026 | Aug 24, 2026 | -1 | Firm change | Ibd to RIA |