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Bruce George Mclaren

Kingswood Wealth Advisors, LLC

Sugar Hill, NH

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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
NH RA APPROVED 2018-11-13
  • NH RA
    APPROVED
    Since 2018-11-13

Branch Locations

Sugar Hill, NH • 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
Mascoma Wealth Management Hanover NH 02/2015 10/2018
Chalice Wealth Advisors, Llc San Diego CA 11/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-24
S66 Uniform Combined State Law Examination 2006-02-15
S63 Uniform Securities Agent State Law Examination 1998-06-10
  • S65 Uniform Investment Adviser Law Examination
    2015-07-24
  • S66 Uniform Combined State Law Examination
    2006-02-15
  • S63 Uniform Securities Agent State Law Examination
    1998-06-10
Other Names
  • Bruce George Mclaren
  • Bruce George Mclaren

View on SEC IAPD

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