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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-24 |
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