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Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC
GRANTS PASS, OR | Eureka, CA
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 | Jun 10, 2022 | n/a | yes | Eureka, CA|GRANTS PASS, OR | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jun 13, 2022 | no | EUREKA, CA|EUREKA, CA|FERNDALE, CA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jul 8, 1997 | Jan 1, 2008 | no | EUREKA, CA|ST. LOUIS, MO|EUREKA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | KINGSVIEW WEALTH MANAGEMENT, LLC | Jun 13, 2022 | Jun 10, 2022 | -3 | Firm change | Wirehouse to RIA |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:148107:CA:2022-06-13 | Jun 13, 2022 | Jun 10, 2022 | FERNDALE, CA | Firm change |