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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-04 |
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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2015 | 12/2017 |
| Niagara International Capital Limited | San Diego | CA | 12/2017 | 12/2018 |
| Chalice Wealth Advisors | San Diego | CA | 12/2017 | Present |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2018 | Present |
| Benchmark Investments, Inc | Stockbridge | GA | 06/2020 | Present |
| Kingswood Capital Partners | San Diego | CA | 01/2018 | Present |
| Kingswood Wealth Management Llc | San Diego | CA | 07/2025 | Present |
| Kingswood Wealth Advisors | San Diego | CA | 01/2018 | Present |
1) Sierra Regulatory Consulting - not investment related - 5220 Jamestown Rd San Diego CA - consulting on regulatory matters - owner - 03/2022 - 5 hours - 0 hours - an LLC formed for occasional consulting work 2) Cassidy Skin Care LLC,Is Not Investment Related,"419 park way, , Chula Vista, CA, 91910, United States",Skin care,Investor,6/11/2026,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,I'm investing in a friends skin care business and I may provide business guidance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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