Investment adviser representative · Kingsview Wealth Management, LLC
Joshua H. Coupe
CRD 5483622 · Wilmington, DE
At a glance
Joshua H. Coupe is an investment adviser representative with Kingsview Wealth Management, LLC in Wilmington, DE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2008, about 18 years ago.
Current advisory firm
- Kingsview Wealth Management, LLCSince June 2018Wilmington, DE · $9.0B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joshua’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
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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.