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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-05-10 |
| CT | RA | APPROVED | 2022-12-19 |
| MO | RA | APPROVED | 2022-11-14 |
| AK | RA | APPROVED | 2022-09-16 |
| LA | RA | APPROVED | 2022-09-07 |
| MI | RA | APPROVED | 2022-09-07 |
| MT | RA | APPROVED | 2022-09-07 |
| GA | RA | APPROVED | 2022-09-06 |
| NH | RA | APPROVED | 2022-09-06 |
| HI | RA | APPROVED | 2022-09-02 |
| IL | RA | APPROVED | 2022-09-02 |
| MN | RA | APPROVED | 2022-09-02 |
| NJ | RA | APPROVED | 2022-09-02 |
| RI | RA | APPROVED | 2022-09-02 |
| AL | RA | APPROVED | 2022-09-01 |
| CA | RA | APPROVED | 2022-09-01 |
| CO | RA | APPROVED | 2022-09-01 |
| IA | RA | APPROVED | 2022-09-01 |
| KS | RA | APPROVED | 2022-09-01 |
| MD | RA | APPROVED | 2022-09-01 |
| NY | RA | APPROVED | 2022-09-01 |
| NC | RA | APPROVED | 2022-09-01 |
| OH | RA | APPROVED | 2022-09-01 |
| PA | RA | APPROVED | 2022-09-01 |
| TX | RA | APPROVED | 2022-09-01 |
| UT | RA | APPROVED | 2022-09-01 |
| VA | RA | APPROVED | 2022-09-01 |
| WA | RA | APPROVED | 2022-09-01 |
| WI | RA | APPROVED | 2022-09-01 |
Branch Locations
1420 Prince St, Alexandria, VA 22314 • 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 |
|---|---|---|---|---|
| World Financial Group, Inc. | Centerville | OH | 09/2011 | 08/2022 |
| Transamerica Financial Advisors, Inc | Centerville | OH | 01/2012 | 08/2022 |
| Kingswood Capital Partners, Llc | Springfield | VA | 08/2022 | Present |
| Kingswood Wealth Advisors, Llc | Springfield | VA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-12 |
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