DFX Intelligence

Data Factory

RIA / WealthAdvisor22 years in industry

TRENTON PORTER LAY

Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC

Grand Junction, CO | GRANTS PASS, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccf4b686-fb58-b04b-d1aa-34417b0814da

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2004 to Sep 15, 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: Aug 21, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 21, 2004
First registration: Aug 23, 2004
Dual registered: no
Other names: TRENT LAY
IAPD individual key: 4763455

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	Nov 29, 2018	n/a	yes	GRANTS PASS, OR\|Grand Junction, CO	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Dec 4, 2018	no	CLINTON, WA\|COUPEVILLE, WA\|OAK HARBOR, WA\|FRIDAY HARBOR, WA\|OAK HARBOR, WA\|ANACORTES, WA\|SEATTLE, WA\|OAK HARBOR, WA\|FREELAND, WA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 23, 2004	Jan 3, 2011	no	OAK HARBOR, WA\|BOTHELL, WA\|BOTHELL, WA	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	Dec 4, 2018	Nov 29, 2018	-5	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: current employment
Nov 29, 2018 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Dec 4, 2018factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 23, 2004 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccf4b686-fb58-b04b-d1aa-34417b0814da
First observed: Aug 23, 2004
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRENTON PORTER LAY

Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC

Grand Junction, CO | GRANTS PASS, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccf4b686-fb58-b04b-d1aa-34417b0814da

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

KINGSVIEW WEALTH MANAGEMENT, LLC

Independent wealth

Nov 29, 2018

n/a

yes

GRANTS PASS, OR|Grand Junction, CO

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jan 3, 2011

Dec 4, 2018

Previous registration

WELLS FARGO INVESTMENTS, LLC

n/a

Aug 23, 2004

Jan 3, 2011

OAK HARBOR, WA|BOTHELL, WA|BOTHELL, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

KINGSVIEW WEALTH MANAGEMENT, LLC

Dec 4, 2018

Nov 29, 2018

-5

Firm change

Wirehouse to RIA

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO ADVISORS

Jan 3, 2011

Bulk transfer

Other