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Gabriel Talley

Kingswood Wealth Advisors, LLC

San Diego, CA

Winchester, TN

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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
TX RA APPROVED 2026-07-13
TN RA APPROVED 2024-05-10
  • TX RA
    APPROVED
    Since 2026-07-13
  • TN RA
    APPROVED
    Since 2024-05-10

Branch Locations

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

1791 Bypass Road, Winchester, TN 37398 • 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
Preston & Cleveland Wealth Management Franklin TN 05/2013 12/2016
Abound Wealth Management Franklin TN 01/2017 10/2019
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2019 05/2024
Kingswood Wealth Partners Franklin TN 05/2024 Present
  • 05/2013 → 12/2016
    Preston & Cleveland Wealth Management
    Franklin, TN
  • 01/2017 → 10/2019
    Abound Wealth Management
    Franklin, TN
  • 10/2019 → 05/2024
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 05/2024 → Present
    Kingswood Wealth Partners
    Franklin, TN
Previous Registrations
Designations
Other Names
  • Gabriel Talley
  • Gabriel Alexander Talley

View on SEC IAPD

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