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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-08 |
Branch Locations
824 S Milledge Ave Suite 207, Athens, GA 30605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B Riley Wealth Management, Inc. | Memphis | TN | 03/2014 | Present |
| Eudaimonia Partners, Llc | Athens | GA | 12/2019 | Present |
| Kingswood Wealth Advisors | Athens | GA | 06/2024 | Present |
***LONGCHAMPS LLC, INVESTMENT RELATED, 322 WOODHAVEN DR ATHENS GA 30606, DBA FOR BRILEY WEALTH MGMT BUSINESS EXPENSES, OWNER/RR, STARTED JULY 2018, 1 HR PER MONTH DEVOTED TO ACTIVITY, 0 HRS DURING TRADING, USED FOR PAYING TAXES AND EXPENSES. ***UNIVERSITY PLANNING PARTNERS, INVESTMENT RELATED, 824 S MILLEDGE AVE STE 207 ATHENS GA 30605, MARKETING NAME FOR EUDAIMONIA PARTNERS, LLC BUSINESS, PARTNER/RR, STARTED December 2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
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