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Kingswood Wealth Advisors, LLC CRD 288792
$3.80B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-11-07 |
| NC | RA | APPROVED | 2022-10-04 |
| MD | RA | APPROVED | 2022-09-28 |
| CA | RA | APPROVED | 2022-09-27 |
| NM | RA | APPROVED | 2022-09-27 |
| TX | RA | APPROVED_RES | 2022-09-26 |
| GA | RA | APPROVED | 2022-09-02 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Atlanta, GA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ifs Securities | Atlanta | GA | 10/2015 | 09/2019 |
| Cantella & Co., Inc. | Malden | MA | 09/2019 | 08/2022 |
| Kingswood Capital Partners, Llc | Atlanta | GA | 08/2022 | Present |
| Kingswood Wealth Advisors, Llc | Atlanta | GA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-26 |
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