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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-02 |
Branch Locations
906 Vista Drive Suite 100, Dalton, GA 30721 • 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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Dalton | GA | 07/2007 | 08/2022 |
| Dalton Public Schools | Dalton | GA | 01/1993 | 01/2025 |
| Dempsey Lord Smith, Llc | Rome | GA | 08/2022 | 11/2025 |
| Kingswood Wealth Advisors | Dalton | GA | 11/2025 | Present |
| Kingswood Capital Advisors | Dalton | GA | 11/2025 | Present |
"Stern Investments, LLC",Is Investment Related,"906 Vista Drive, Suite 100, Dalton, GA, 30721, United States","Financial Planning, Wealth Management","Founder, Owner, Financial Advisor",9/1/2022,160 hours per month,100 hours per month during trading hours,Fee Based Compensation,"Provide financial advisory services and assist with insurance products, if needed"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-30 |
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