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RIA / WealthAdvisor21 years in industry

ROBERT ROY ROBINSON

Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC

GRANTS PASS, OR | CASPER, WY

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Search this name across graphsid dfx:ria:4836d091-16ee-c87d-b90f-11e51ce84aa6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINGSVIEW WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 8, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 8, 2004
First registration: Nov 15, 2004
Dual registered: no
IAPD individual key: 4757760

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	Feb 1, 2019	n/a	yes	CASPER, WY\|GRANTS PASS, OR	Current employment
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	Jan 16, 2019	Jan 17, 2019	no	Casper, WY\|GRANTS PASS, OR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Feb 8, 2019	no	RIVERTON, WY\|GILLETTE, WY\|DUBOIS, WY\|CASPER, WY\|CASPER, WY\|BILLINGS, MT\|CASPER, WY	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Nov 15, 2004	Jan 3, 2011	no	RIVERTON, WY\|DUBOIS, WY\|CASPER, WY\|GILLETTE, WY\|CASPER, WY\|CASPER, WY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	KINGSVIEW WEALTH MANAGEMENT, LLC	Feb 8, 2019	Jan 16, 2019	-23	Firm change	Wirehouse to RIA
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (3)

→ KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 16, 2019 to Jan 17, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Feb 8, 2019factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 15, 2004 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.