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RIA / WealthAdvisor18 years in industry

JOE WILLIAM FAULK

Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC

Crestview, FL | GRANTS PASS, OR

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Search this name across graphsid dfx:ria:f94541da-ba2e-cb5f-c754-0427bfd19acb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2007 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 29, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 29, 2007
First registration: Dec 13, 2007
Dual registered: no
IAPD individual key: 5427047

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	Aug 8, 2019	n/a	yes	Crestview, FL\|GRANTS PASS, OR	Current employment
EDWARD JONES	National bd RIA	Jul 23, 2012	Jul 12, 2019	no	CRESTVIEW, FL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Dec 20, 2011	Jul 25, 2012	no	CRESTVIEW, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 2, 2009	Nov 29, 2011	no	CRESTVIEW, FL	Previous registration
EDWARD JONES	National bd RIA	Dec 13, 2007	Jun 29, 2009	no	DEFUNIAK SPRINGS, FL\|ST LOUIS, MO\|CRESTVIEW, FL	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
EDWARD JONES	KINGSVIEW WEALTH MANAGEMENT, LLC	Jul 12, 2019	Aug 8, 2019	27	Firm change	Ibd to RIA
CETERA INVESTMENT ADVISERS LLC	EDWARD JONES	Jul 25, 2012	Jul 23, 2012	-2	Firm change	Other
LPL FINANCIAL LLC	CETERA INVESTMENT ADVISERS LLC	Nov 29, 2011	Dec 20, 2011	21	Firm change	Other
EDWARD JONES	LPL FINANCIAL LLC	Jun 29, 2009	Jul 2, 2009	3	Firm change	Other

Relationships

Registered with (4)

→ KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 8, 2019 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 23, 2012 to Jul 12, 2019factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Dec 20, 2011 to Jul 25, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 2, 2009 to Nov 29, 2011factForm ADV

Dated events

No dated event names this entity yet.