Investment adviser representative · Kingsview Wealth Management, LLC
Brian M. Bobby
CRD 6910644 · Falls Church, VA
At a glance
Brian M. Bobby is an investment adviser representative with Kingsview Wealth Management, LLC in Falls Church, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2018, about 7 years ago.
Current advisory firm
- Kingsview Wealth Management, LLCSince November 2022Falls Church, VA · $9.0B in regulatory assets
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Kingsview Wealth Management, LLC
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- Jacob M. BauerGrants Pass
- Brandt H. BeckGrants Pass
- Jeffrey F. BirchGrants Pass
- Ryan S. BirchBuffalo Grove · Certified Financial Planner
- Zachary R. BoydGrants Pass · Certified Financial Planner
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