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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-12 |
Branch Locations
818 18Th Ave South, Suite 950, Nashville, TN 37203 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 08/2013 | 11/2017 |
| Suntrust Bank | Nashville | TN | 07/2013 | 11/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 11/2017 |
| Kraft Asset Management, Llc | Nashville | TN | 12/2017 | 07/2019 |
| Brightchoice Financial, Llc | Nashville | TN | 02/2018 | 07/2019 |
| Synovus Bank | Nashville | TN | 07/2019 | 11/2023 |
| Synovus Securities, Inc. | Nashville | TN | 07/2019 | 11/2023 |
| Kingswood Capital Partner | Nashville | TN | 09/2025 | Present |
| Kingswood Wealth Advisors | Nashville | TN | 09/2025 | Present |
| Jb Merchant Services | Nashville | TN | 11/2023 | Present |
Complete Wealth 360 Address: 818 18th Avenue South Suite 950 Nashville, TN 37203 Investment Related: No Nature of Business: DBA Position/Title: Employee Start Date: 10/01/2025 Hours dedicated per Month: 40-80 Description: DBA JB Merchant Services Address: 60 Vaughns Gap Rd, Nashville TN 37205 Investment Related: No Nature of Business: ACH & Card Processing Position/Title: Owner Start Date: 2024 Hours dedicated per Month: 20 Description: Business Development
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-21 |
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