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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-27
AL RA APPROVED 2024-12-02
  • FL RA
    APPROVED
    Since 2025-01-27
  • AL RA
    APPROVED
    Since 2024-12-02

Branch Locations

3 W Garden St, Pensacola, FL 32502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Pensacola FL 02/2013 02/2020
Eudaimonia Advisors Llc D/B/A Brewer Wealth Management Pensacola FL 02/2020 Present
Purshe Kaplan Sterling Investments Albany NY 11/2020 10/2024
Kingswood Capital Partners Pensacola FL 11/2024 Present
  • 02/2013 → 02/2020
    Pensacola, FL
  • 02/2020 → Present
    Eudaimonia Advisors Llc D/B/A Brewer Wealth Management
    Pensacola, FL
  • 11/2020 → 10/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2024 → Present
    Kingswood Capital Partners
    Pensacola, FL
Previous Registrations
  • 2020-03-06 → 2025-01-22
    Eudaimonia Advisors Llc
    Pensacola, FL
    Winchester, TN
  • 2013-02-13 → 2020-02-12
    Pensacola, FL
    Panama City, FL
  • 2008-03-05 → 2013-02-13
    Morgan Keegan & Company, Llc
    Panama City, FL
    Pensacola, FL
Other Businesses

1) EUDAIMONIA ADVISORS, LLC d/b/a BREWER WEALTH MANAGEMENT. INVESTMENT RELATED BUSINESS. LOCATED AT 3 W. GARDEN ST, SUITE 352, PENSACOLA FL 32502. RIA BUSINESS. TITLE IS REGISTERED SALES ASSOCIATE. STARTED 02/2020. 160 HRS/MO DEVOTED - 140 DURING TRADING. DUTIES ARE CLIENT SERVICES, CUSTOMER RELATIONS, TRADING AND ACCOUNT SERVICING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-27
  • S66 Uniform Combined State Law Examination
    2008-02-27

View on SEC IAPD

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