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Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC
Waco, TX
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 | Jan 15, 2018 | n/a | yes | Waco, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 3, 2013 | Jan 26, 2018 | no | SAN ANTONIO, TX|WACO, TX|FAIRFIELD, TX|WACO, TX|AUSTIN, TX | Previous registration |
| EDWARD JONES | National bd RIA | Jul 26, 2010 | Oct 4, 2013 | no | WACO, TX|WOODWAY, TX|ST LOUIS, MO|Woodway, TX|WACO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | KINGSVIEW WEALTH MANAGEMENT, LLC | Jan 26, 2018 | Jan 15, 2018 | -11 | Firm change | Other |
| EDWARD JONES | WELLS FARGO ADVISORS | Oct 4, 2013 | Oct 3, 2013 | -1 | Firm change | Ibd to wirehouse |