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Kalyan Kavili

Kingswood Wealth Advisors, LLC

San Diego, CA

Wesley Chapel, FL

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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
IN RA APPROVED 2025-05-12
PA RA APPROVED 2024-12-03
NJ RA APPROVED 2022-10-31
NY RA APPROVED 2022-02-08
FL RA APPROVED 2022-01-25
UT RA APPROVED 2022-01-04
IA RA APPROVED 2022-01-03
TX RA APPROVED 2022-01-03
  • IN RA
    APPROVED
    Since 2025-05-12
  • PA RA
    APPROVED
    Since 2024-12-03
  • NJ RA
    APPROVED
    Since 2022-10-31
  • NY RA
    APPROVED
    Since 2022-02-08
  • FL RA
    APPROVED
    Since 2022-01-25
  • UT RA
    APPROVED
    Since 2022-01-04
  • IA RA
    APPROVED
    Since 2022-01-03
  • TX RA
    APPROVED
    Since 2022-01-03

Branch Locations

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

Wesley Chapel, FL • 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
Ameriprise Financial Services, Inc. Miami FL 08/2015 05/2021
Benchmark Investments, Inc New York NY 05/2021 Present
Benchmark Advisory Services, Llc New York NY 05/2021 01/2022
Kingswood Wealth Advisors Llc Stockbridge GA 01/2022 Present
Kingswood Capital Partners, Llc Miami FL 05/2023 Present
  • 08/2015 → 05/2021
    Ameriprise Financial Services, Inc.
    Miami, FL
  • 05/2021 → Present
    Benchmark Investments, Inc
    New York, NY
  • 05/2021 → 01/2022
    Benchmark Advisory Services, Llc
    New York, NY
  • 01/2022 → Present
    Kingswood Wealth Advisors Llc
    Stockbridge, GA
  • 05/2023 → Present
    Kingswood Capital Partners, Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-12
S63 Uniform Securities Agent State Law Examination 2009-01-24
  • S66 Uniform Combined State Law Examination
    2016-07-12
  • S63 Uniform Securities Agent State Law Examination
    2009-01-24
Other Names
  • Kalyan Kamal Kavili

View on SEC IAPD

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