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Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC
NASHVILLE, TN | 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 | Apr 27, 2026 | n/a | yes | GRANTS PASS, OR|NASHVILLE, TN | Current employment |
| EDWARD JONES | National bd RIA | Mar 21, 2007 | Apr 27, 2026 | no | NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | KINGSVIEW WEALTH MANAGEMENT, LLC | Apr 27, 2026 | Apr 27, 2026 | 0 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:148107:TN:2026-04-27 | Apr 27, 2026 | Apr 27, 2026 | NASHVILLE, TN | Firm change |