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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-06-07 |
| NC | RA | APPROVED | 2022-04-07 |
| WY | RA | APPROVED | 2022-03-16 |
| NY | RA | APPROVED | 2022-03-10 |
Branch Locations
1100 University Ave Ste 101, Rochester, NY 14607 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Capital Corp. | New York | NY | 03/2010 | 09/2020 |
| Benchmark Investments, Inc | Stockbridge | GA | 09/2020 | Present |
| Benchmark Advisory Services, Llc | Stockbridge | GA | 09/2020 | 03/2022 |
| Kingswood Wealth Advisors Llc | Rochester | NY | 03/2022 | Present |
| Kingswood Capital Partners, Llc | Rochester | NY | 05/2023 | Present |
1) DIGENNARO REAL ESTATE, OWNER, P.O. BOX 26324, ROCHESTER, NY 14626, PH 585-309-5353, START 1/1/03, TOTAL 40, DUTIES: PHONE CALLS, ESTIMATES, F/U ON PROGRESS OF REHAB. 2) ARGYLE CREEK LLC, 1100 UNIVERSITY AVE. SUITE 105 ROCHESTER NY 14607; VP INVESTMENTS, OFFICE EXPENSES AND REVENUE GENERATED THROUGH AEGIS CAPITAL. START DATE: 01/2010; APPROXIMATELY 10 HOURS PER MONTH DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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