Bradley Seth Mayer

Current Employers

Kingswood Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-03-04

TX RA
APPROVED

Since 2022-03-04

Branch Locations

Pflugerville, TX • United States

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

Disclosures

2 disclosure categories 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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
H Beck Inc.	Rockville	MD	10/2004	05/2017
Ifs Securities	Atlanta	GA	06/2017	09/2019
Benchmark Investments, Inc.	Mcdonough	GA	10/2019	Present
Kingswood Wealth Advisors Llc	Pflugerville	TX	02/2022	Present
Kingswood Capital Partners, Llc	New York	NY	05/2023	Present

10/2004 → 05/2017

H Beck Inc.

Rockville, MD
06/2017 → 09/2019

Ifs Securities

Atlanta, GA
10/2019 → Present

Benchmark Investments, Inc.

Mcdonough, GA
02/2022 → Present

Kingswood Wealth Advisors Llc

Pflugerville, TX
05/2023 → Present

Kingswood Capital Partners, Llc

New York, NY

Previous Registrations

2019-10-11 → 2022-02-28

Benchmark Advisory Services, Llc

Pfugerville, TX

San Diego, CA
2017-05-30 → 2019-09-11

Sb Advisory, Llc

Plugerville, TX

Atlanta, GA
2004-10-14 → 2017-05-26

Grove Point Investments, Llc

Baltimore, MD

Austin, TX
2015-05-26 → 2015-12-31

Mayer Financial Services Group, Llc

Baltimore, MD
2013-02-01 → 2014-12-31

Mayer Financial Services Group, Llc

Baltimore, MD

Hunt Valley, MD

Baltimore, MD
2007-11-19 → 2012-12-31

Mayer Financial Services Group, Llc

Baltimore, MD
2002-11-13 → 2006-12-11

Independent Advisers Group Corp

Bethesda, MD
2002-11-01 → 2004-08-17

Osaic Fs, Inc.

Bethesda, MD
1999-11-18 → 2002-07-10

Ameriprise Financial Services, Llc

Towson, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-02-05
S66	Uniform Combined State Law Examination	1999-11-01

S65 Uniform Investment Adviser Law Examination

2008-02-05
S66 Uniform Combined State Law Examination

1999-11-01