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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-19 |
| SC | RA | APPROVED | 2024-08-16 |
Branch Locations
3043 White Horse Rd, Greenville, SC 29611 • United States
955 Tiger Blvd, Clemson, SC 29631 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newbridge Securities Corporation | New York | NY | 10/2013 | 02/2019 |
| Benchmark Investments, Inc. | Mcdonough | GA | 02/2019 | 08/2024 |
| Benchmark Advisory Services Llc | Fountain Inn | SC | 08/2021 | 06/2022 |
| Kingswood Wealth Advisors Llc | Fountain Inn | SC | 06/2022 | 08/2024 |
| Kingswood Capital Partners, Llc | Fountain Inn | SC | 04/2023 | 08/2024 |
| Kingswood Capital Partners, Llc | San Diego | CA | 05/2023 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-30 |
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