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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-04-18 |
| FL | RA | APPROVED | 2023-04-13 |
| NM | RA | APPROVED | 2023-04-13 |
| NY | RA | APPROVED | 2023-04-13 |
| VA | RA | APPROVED | 2023-04-13 |
| NH | RA | APPROVED | 2022-09-28 |
| GA | RA | APPROVED | 2022-09-27 |
| RI | RA | APPROVED | 2022-09-26 |
| CA | RA | APPROVED | 2022-09-22 |
| CT | RA | APPROVED | 2022-09-22 |
| DE | RA | APPROVED | 2022-09-22 |
| ME | RA | APPROVED | 2022-09-22 |
| NJ | RA | APPROVED | 2022-09-22 |
| PA | RA | APPROVED | 2022-09-22 |
| IN | RA | APPROVED | 2022-09-21 |
| MD | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED_RES | 2022-09-21 |
Branch Locations
5301 N Federal Hwy Ste 215, Boca Raton, FL 33487 • United States
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 |
|---|---|---|---|---|
| Oppenheimer & Co Inc | New York | NY | 10/2013 | 09/2022 |
| Kingswood Capital Partners, Llc | Boca Raton | FL | 09/2022 | Present |
| Kingswood Wealth Advisors, Llc | Boca Raton | FL | 09/2022 | Present |
1) Ukraine Crisis Emergency Fund (under The Watts Foundation) - not investment related - 66 W Flagler St Miami, FL 35130 - charity, non-profit - co-founder - April 2022 - 8-10 hours - 0 hours - myself & partner use personal and donated funds/goods for immediate needs for people who needs immediate access to food, water, and med supply in highly destroyed areas. 2) 770 E Boca Raton Road, LLC - not investment related - 770 E Boca Raton Road - my primary residence - owner - Aug 2020 - none - none - home residence under this LLC 3) Bright Minds, LLC - not investment related - 2000 NE 39th St Lighthouse Point, FL - daycare - 50% owner/co-owner - Oct 2021 - 4-5 hours - none - check monthly to make sure that all the daycare reports submitted correctly/check student accounts to make sure no missing payments 4) Securiet Wealth - investment related - 770 E Boca Raton Road - financial advisor - founder/owner - September 2021 - 45 hours devote/month - 140 hours trading - Picking appropriate investment strategies and investments for individual and business clients 5) ukrainecef.org by dw foundation,Is Not Investment Related,,charity,co-founder,2022-08-01,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,helping ukraine
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-20 |
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