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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2024-05-22 |
| WA | RA | APPROVED | 2024-05-15 |
| AZ | RA | APPROVED | 2024-02-07 |
| GA | RA | APPROVED | 2024-01-29 |
| LA | RA | APPROVED | 2024-01-29 |
| CA | RA | APPROVED | 2024-01-25 |
| IN | RA | APPROVED | 2024-01-25 |
| KY | RA | APPROVED | 2024-01-25 |
| MI | RA | APPROVED | 2024-01-25 |
| MS | RA | APPROVED | 2024-01-25 |
| NY | RA | APPROVED | 2024-01-25 |
| NC | RA | APPROVED | 2024-01-25 |
| OH | RA | APPROVED | 2024-01-25 |
| PA | RA | APPROVED | 2024-01-25 |
| SC | RA | APPROVED | 2024-01-25 |
| TN | RA | APPROVED | 2024-01-25 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
818 18Th Ave South Suite 950, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust | Nashville | GA | 04/2015 | 10/2017 |
| 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 | 10/2017 | 06/2020 |
| Rbc Capital Markets, Llc | Nashville | TN | 06/2020 | 01/2024 |
| City National Bank | Nashville | TN | 01/2021 | 12/2023 |
| Kingswood Capital Partners | Nashville | TN | 01/2024 | Present |
| Kingswood Wealth Advisors | Nashville | TN | 01/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-05 |
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