Keith Earl Spelmon

Current Employers

Employment History

• 01/2010 → 10/2016
  Wells Fargo Advisors Llc
  Atlanta, GA
• 08/2019 → 06/2024
  Eudaimonia Wealth
  Decatur, GA
• 10/2016 → 08/2019
  Harmony Grove Wealth Management, Llc
  Athens, GA
• 10/2016 → 02/2026
  M.S. Howells & Co
  Scottsdale, AZ
• 06/2024 → Present
  Kingswood Wealth Advisors
  Decatur, GA
• 02/2026 → Present
  Kingswood Capital Partners
  Decatur, AZ

Previous Registrations

• 2016-11-01 → 2025-04-02
  Eudaimonia Partners, Llc
  Decatur, GA
  Winchester, TN
• 2010-01-26 → 2016-10-26
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2005-08-18 → 2010-01-21
  Truist Investment Services, Inc.
  Atlanta, GA
  Stone Mountain, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Decatur, GA
  Atlanta, GA
  Lithonia, GA
  Decatur, GA
  Decatur, GA
  Decatur, GA
  Decatur, GA
  Atlanta, GA
• 2004-02-18 → 2005-07-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

1) Spelmon Global Finance,Is Not Investment Related,"Keith Spelmon, 160 Clairemont Avenue Suite #200, Decatur, GA, 30030, United States",Financial Services,President & CEO,10/1/2026,60 hours per month,50 hours per month during trading hours,Other Compensation,"SPELMON GLOBAL FINANCE, LLC; NON INVESTMENT RELATED; OWNER; LLC ESTABLISHED TO RECEIVE COMPENSATION DERIVED FROM COMMISSIONS AND FEES EARNED VIA ASSET MANAGEMENT SERVICES; DEVOTE 60 HRS/MO, 50 HRS/MONTH DURING MARKET HOURS." 2) Southern Gospel Mission Association,Is Investment Related,"P Box 1464, , Savannah, GA, 31402, United States",Evangelism,Board Member / Finance Committee,10/1/2022,2 hours per month,1 hours per month during trading hours,No Compensation Compensation,"PARTICIPATE IN MEETINGS, CALLS RE DIRECTION OF ORGANIZATION; DEVOTE 2 HRS/MONTH, 1 HR/MONTH DURING MARKET HOURS PROVIDING MKT UPDATES and TRADING" 3) DBA Phoenix Asset Advisors,Is Investment Related,"160 Clairemont Avenue, Suite #200, DECATUR, GA, 30030, United States",Financial Services,Managing Director / Financial Advisors,7/1/2024,160 hours per month,140 hours per month during trading hours,Fee Based Compensation,"Provide analysis, investment recommendations, and trade on behalf of clients."

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-16
• S63 Uniform Securities Agent State Law Examination
  1996-10-04