TEAM MOVES
Kingsview registration pattern involves 3 advisers; 3 potential adviser groups
Three potential adviser groups were observed in registration records on October 27, 2026. The records suggest affiliation patterns, not confirmed team transfers or employment changes.
By Maya Chen·Edition ·1 min read
A potential registration pattern involving Edward Jones and Kingsview Wealth Management, LLC included three advisers: Eric D. Rankin, Michael A. Vineyard and Jesse L. Veenstra. The pattern was observed on October 27, 2026; it does not establish a coordinated transfer or employment change.
A second observed pattern connected records associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. It involved Rayce A. Miller and YU H. Tan.
Potential adviser groups
The appendix lists all 3 potential affiliation groups on 10/27/2026 within the 10/27/2026–10/27/2026 source window. These entries describe potential affiliation patterns, not confirmed team transfers; names may be partial.
| Observed | Origin firm CRD | Destination firm CRD | Observed advisers | Source-listed advisers | Classification |
|---|---|---|---|---|---|
| 10/27/2026 | 7691 | 19616 | 2 | Rayce A. Miller; Yu H. Tan | Potential affiliation group; not a confirmed team transfer |
| 10/27/2026 | 250 | 148107 | 3 | Eric D. Rankin; Michael A. Vineyard; Jesse L. Veenstra | Potential affiliation group; not a confirmed team transfer |
| 10/27/2026 | 155344 | 305418 | 2 | Grant M. Trimble; Elizabeth A. Trimble | Potential affiliation group; not a confirmed team transfer |