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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-12 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
3 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newbridge Securities Corporation | New York | NY | 11/2008 | 02/2019 |
| Benchmark Investments, Inc. | New York | NY | 02/2019 | 05/2023 |
| Kingswood Wealth Advisors, Llc | New York | NY | 01/2024 | Present |
| Kingswood Capital Partners, Llc | New York | NY | 05/2023 | Present |
INSURANCE: LIFE BROKER - LIFE, TRAVEL ACCIDENT, VARIABLE LIFE/VARIABLE ANNUITIES. My Venture Fund - Yes, investment related - 17 Battery Pl. Ste 625 New York, NY 10004 - Investment Fund - CEO - Start Date: 2/12/21 - 5hrs/mo - 2hrs/mo during trading - This fund will sell securities offered through BD Benchmark Investments Inc. I will manage the operations and marketing of this fund. 3) My Venture Fund - Yes investment related - 17 Battery Pl Suite 625 New York NY 10004 - Reg D Private Placements - CEO - 2/2021 - 8hrs/mo - 4hrs/mo during trading hrs - Marketing, operations 4) Wall and Main Podcast - yes investment related - 17 Battery Place Suite 625 NY, NY 10004 - podcast - host - 7/1/2022 - 5 hours - 0 hours - host the podcast, have discussions with guest, promote the show on LinkedIn
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-12 |
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