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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plano | TX | 12/2010 | Present |
| Kingswood Capital Partners | Plano | TX | 05/2026 | Present |
| Kingswood Wealth Advisors | Plano | TX | 05/2026 | Present |
1.) Zaccardo Wealth Management,Is Not Investment Related,"5048 Tennyson Ste 250, , Plano, TX, 75024, United States",Wealth Management,Owner/President,12/1/2010,160 hours per month,160 hours per month during trading hours,Commission Compensation,This is my S Corp Wealth Management business which runs parallel to my Relationship with LPL (which he has since left to be with KW)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-31 |
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