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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-20
CA RA APPROVED 2025-04-01
NY RA APPROVED 2025-04-01
NC RA APPROVED 2025-04-01
PA RA APPROVED 2025-04-01
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • VA RA
    APPROVED
    Since 2025-05-20
  • CA RA
    APPROVED
    Since 2025-04-01
  • NY RA
    APPROVED
    Since 2025-04-01
  • NC RA
    APPROVED
    Since 2025-04-01
  • PA RA
    APPROVED
    Since 2025-04-01
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

150 N Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
International Assets Advisory Orlando FL 11/2014 01/2025
Kingswood Capital Partners Radnor PA 01/2025 Present
Kingswood Wealth Advisors Radnor PA 01/2025 Present
  • 11/2014 → 01/2025
    International Assets Advisory
    Orlando, FL
  • 01/2025 → Present
    Kingswood Capital Partners
    Radnor, PA
  • 01/2025 → Present
    Kingswood Wealth Advisors
    Radnor, PA
Previous Registrations
Other Businesses

1) RAPPAPORT WEALTH MANAGEMENT - 150 N RADNOR CHESTER RD STE F200 RADNOR, PA 14087 - DBA FOR IAA BUSINESS - 100% OWNER/PRESIDENT SINCE 11/2014 - APPROX 200 HRS/MO - COMMISSION BASED COMPENSATION 2) KYW NEWS RADIO - 1555 HAMILTON ST 6TH FL PHILADELPHIA, PA 19130 - PROVIDE RADIO COMMENTARY ON DAILY STOCK MARKET/INVESTMENT NEWS SINCE 1/1989 - NO FINANCIAL RELATIONSHIP - APPROX 5 HRS/MO - NO COMPENSATION 3) BLOOMBERG RADIO/LOCAL TV - PERIODICALLY PROVIDE COMMENTARY ON STOCK MARKET/INVESTMENT NEWS SINCE 1/2015 - NO FINANCIAL RELATIONSHIP - APPROX 2 HR/MO - NO COMPENSATION 4) AUTHOR - WROTE 'LIVE LONG LIVE RICH' BOOK ABOUT INVESTING FOR INCOME - 100% OWNER SINCE 2007 - APPROX 1 HR/MO - COMPENSATED BY BOOK SALES 5) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 11/2014 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 6) SELF EMPLOYED INSURANCE SALES 150 N. RADNOR CHESTER ROAD, STE F200 RADNOR, PA - LIF

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-10
S63 Uniform Securities Agent State Law Examination 1989-04-24
  • S65 Uniform Investment Adviser Law Examination
    1995-08-10
  • S63 Uniform Securities Agent State Law Examination
    1989-04-24
Other Names
  • Craig Rappaport

View on SEC IAPD

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