Brian Michael Dixon

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 10/2017
  Suntrust
  Nashville, GA
• 10/2017 → 06/2020
  Raymond James Financial Services, Inc.
  Nashville, TN
• 10/2017 → 06/2020
  Pinnacle Bank
  Nashville, TN
• 10/2017 → 06/2020
  Raymond James Financial Services Advisors Inc.
  Nashville, TN
• 06/2020 → 01/2024
  Rbc Capital Markets, Llc
  Nashville, TN
• 01/2021 → 12/2023
  City National Bank
  Nashville, TN
• 01/2024 → Present
  Kingswood Capital Partners
  Nashville, TN
• 01/2024 → Present
  Kingswood Wealth Advisors
  Nashville, TN

Previous Registrations

• 2020-06-17 → 2024-02-08
  Rbc Capital Markets, Llc
  Nashville, TN
• 2017-10-18 → 2020-06-26
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
• 2016-09-15 → 2017-10-12
  Truist Advisory Services, Inc.
  Nashville, TN
  Nashville, TN
• 2004-02-06 → 2016-12-31
  Truist Investment Services, Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Brentwood, TN
  Nashville, TN
  Nashville, TN
• 2004-01-26 → 2004-02-03
  Ubs Financial Services Inc.
  Nashville, TN

Other Businesses

1 POA - Michael Dixon Address: Franklin, TN Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related:No Start Date: 10/19/2010 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Power of Attorney. 2 POA - Acharapun Dixon. Address: Franklin, TN Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related:No Start Date: 04/23/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Power of Attorney. 3 Insurance, 818 18th Ave South, Suite 950, nsurance Sales and Service, Producer/owner, 02/01/2024, 25 hrs/devote, 0 trading, Sales and service of insurance contracts. 4.POA for Jeanie Dixon, Is Not Investment Related,"205 Bateman Ave, , Franklin, TN, 37067, United States", POA,1/27/2024,1 hours per month,0 hours per month during trading hours, No Compensation for my mother 5. Eudaimonia Group, Is Investment Related,"818 18th Ave South, Suite 950, , Nashville, TN, 37203, United States", Investment Advisory, Financial Advisor,10/14/2025,20 hours per month,10 hours per month during trading hours, Fee Based Compensation, I will use the Eudaimonia Group name for soliciting and meeting with prospects and new clients at the Eudaimonia Group office.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant