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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-24 |
| NC | RA | APPROVED | 2024-08-05 |
| VA | RA | APPROVED | 2024-07-09 |
| GA | RA | APPROVED | 2024-07-08 |
| CA | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED_RES | 2024-07-02 |
Branch Locations
1551 Jennings Mill Rd 2600C, Watkinsville, GA 30677 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Athens | GA | 02/2011 | 09/2016 |
| Harmony Grove Wealth Management, Llc | Athens | GA | 09/2016 | 08/2019 |
| Eudaimonia Partners, Llc Dba Phoenix Asset Advisors Llc | Watkinsville | GA | 08/2019 | 03/2025 |
| Ms Howells & Co. | Scottsdale | AZ | 09/2016 | 02/2026 |
| Kingswood Wealth Advisors | Watkinsville | GA | 07/2024 | Present |
| Kingswood Capital Partners | Watkinsville | GA | 02/2026 | Present |
1. JAN 2016; TRICOACHGEORGIA, LLC, ATHENS, GA; NON INVESTMENT RELATED; TRIATHALON COACH; DEVOTE 5 HRS/MO DURING NON MARKET HOURS. 2. DBA Phoenix Asset Advisors,Is Investment Related,"1551 Jennings Mill Road, 2600C, WATKINSVILLE, GA, 30677, United States",Financial Services,IAR,8/19/2019,160 hours per month,160 hours per month during trading hours,Fee Based Compensation,"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-24 |
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