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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-14
TN RA APPROVED 2024-07-17
  • TX RA
    APPROVED_RES
    Since 2025-10-14
  • TN RA
    APPROVED
    Since 2024-07-17

Branch Locations

554 Franklin Road Suite 100, Franklin, TN 37069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2016 → 03/2018
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 08/2016 → 03/2018
    Allianz Life Financial Services, Llc
    Minneapolis, MN
  • 01/2019 → 06/2024
    Eudaimonia Partners, Llc (Dba Goodson Wealth Management)
    Brentwood, TN
  • 04/2019 → 12/2025
    Alt Fund Distributors Llc
    New York, NY
  • 04/2018 → 12/2018
    Unemployed
    Brentwood, TN
  • 06/2024 → Present
    Kingswood Wealth Advisors
    Franklin, TN
  • 11/2025 → 05/2026
    Integrity Alliance, Llc.
    Urbandale, IA
  • 05/2026 → Present
    Kingswood Capital Partners
    Franklin, TN
Previous Registrations
  • 2019-01-31 → 2025-04-02
    Eudaimonia Partners, Llc
    Brentwood, TN
    Winchester, TN
    Franklin, TN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-16
S63 Uniform Securities Agent State Law Examination 1996-11-21
  • S65 Uniform Investment Adviser Law Examination
    2018-10-16
  • S63 Uniform Securities Agent State Law Examination
    1996-11-21

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