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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 | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garden State Securities, Inc. | Hackensack | NJ | 12/2008 | 10/2016 |
| Newbridge Securities Corporation | New York | NY | 10/2016 | 02/2019 |
| Benchmark Investments, Inc. | New York | NY | 02/2019 | Present |
| Kingswood Capital Partners, Llc | New York | NY | 05/2023 | Present |
| Kingswood Wealth Partners | New York | NY | 06/2024 | Present |
INSURANCE: INSURANCE AGENT/LICENSE - OFFERING INSURANCE PRODUCTS TO CUSTOMERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
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