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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-14 |
| TN | RA | APPROVED | 2024-07-17 |
Branch Locations
554 Franklin Road Suite 100, Franklin, TN 37069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 08/2016 | 03/2018 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 08/2016 | 03/2018 |
| Eudaimonia Partners, Llc (Dba Goodson Wealth Management) | Brentwood | TN | 01/2019 | 06/2024 |
| Alt Fund Distributors Llc | New York | NY | 04/2019 | 12/2025 |
| Unemployed | Brentwood | TN | 04/2018 | 12/2018 |
| Kingswood Wealth Advisors | Franklin | TN | 06/2024 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | 05/2026 |
| Kingswood Capital Partners | Franklin | TN | 05/2026 | Present |
1-TKM Enterprises LLC Rental Properties and real estate ownership Address on LLC is 1586 Cross Pointe Drive, Brentwood, TN 37027 Nature of business is ownership in real estate and rental properties 100% owner of these with my wife Karyn Meucci. I am managed member. TKM Enterprises LLC was started 3-23-2006 Hours per month 3 hours No hours during trading hours Compensation is rents 2-Rental Property owned by Karyn and Todd Meucci Rental Property for family, 191 Cottonwood Drive, Newington, CT 06111 (Owned property since 1999) Started 1-1-2018 Duties collecting rent This property is half owned by Reina Honts Rental Property for family, 22A Colonial Drive, Rocky Hill, CT 06067 (Owned property since 6-16-1998) Started 1-1-2018 Duties Collecting Rent 3-T&M Family Enterprises LLC, Georgia LLC. Started 4-12-2010 This business is ownership of one rental property I own 50% of this LLC. (Mike Turgeon owns the other half) LLC address is 2950 Mt. Wilkinson Pkwy SE, Unit 717, Atlanta, GA . My Title is Member. Started date of the LLC is 4-12-2010 No Duties and No Time. Mike Turgeon manages everything. We are compensated with rent and interest payments. 4-TKM Family Enterprises LLC, a TN LLC. There is no business inside this LLC. It just owns two life insurance policies. This LLC owns Life Insurance Policies for Todd & Karyn Meucci. LLC address 1586 Cross Pointe Drive, Brentwood, TN 37027 Created 12-1-2019 Title Member Managed No duties or hours worked on this LLC No compensation for this LLC. 5-Complete Wealth 360 LLC, a TN LLC This LLC is used to send all my income from my financial planning, financial consulting, insurance, and investment management. Todd Meucci owns 100% of this DBA. Address is 554 Franklin Road, Suite 100, Franklin, TN 37069 Title CEO and President. Member Managed Created 3-1-2021. Hours worked Monthly 100 hours. Hours during the stock market 75 hours monthly. Duties include financial planning, investment management, financial consulting, and insurance. Compensation is commissions and advisory fees. 6-Insurance Agency Affiliation. Mr. Meucci is also a licensed insurance professional TN Insurance License National Number 701450. Implementations of insurance recommendations are separate and apart from Mr. Meucci's role with Kingswood. As an insurance professional, Mr. Meucci may receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Meucci is not required to offer the products of any insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This may cause a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Meucci or the Advisor. 7- BRENTWOOD YMCA ADVISORY BOARD POSITION: Volunteer NATURE: As of 6/2025 I have been elected to the Brentwood YMCA Advisory Board. The YMCA is a national non-Profit Organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/2025 ADDRESS: 8207 Concord Road, Brentwood TN 37027,DESC: As of 6/2025 I was voted as one for 16 advisory board members for the Brentwood TN YMCA Advisory Board. We meet 9 times a year at lunch. We provide suggestions on how the YMCA is run. 8-MJ Liberty Enterprises, LLC,Is Investment Related,"5 Cloud Point, , Brentwood, TN, 37027-8156, United States",Rental Property,Investor & managing member,1/23/2025,1 hours per month,0 hours per month during trading hours,Other Compensation,This LLC will own rental properties 9) Rental Property owned by Karyn and Todd Meucci,Is Investment Related,"1586 CROSS POINTE DR, , Brentwood, TN, 37027, United States",Rental Property,Managed Member,6/16/1998,1 hours per month,0 hours per month during trading hours,Other Compensation,We collect rents and manage the properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-21 |
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