Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Americas Executions, Llc | New York | NY | 02/2016 | 07/2017 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2017 | 10/2019 |
| American Global Wealth Management | Mcdonough | GA | 09/2017 | 10/2019 |
| Benchmark Investments, Inc | Mcdonough | GA | 10/2019 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 05/2020 | Present |
| Kingswood Wealth Advisors, Llc | San Diego | CA | 01/2021 | Present |
1) Kingswood Group US - Yes investment related - 175 Country Club Dr Blgd 400 Suite D, Stockbridge, GA 30281 - Holding company for BD and RIA's - Manager of Onboarding - 8/20/2020 - 160hrs/mo - 160/hrs/mo during trading hrs - Onboard new registered reps and personnel 2) Compliers Consulting Services, LLC. - yes investment related - 1801 Abbey Rd, Griffin, GA 30223 - Consulting - Bookkeeper & consulting - 9/1/2021 - 10hrs/mo - 0/hrs/mo during trading hrs - Managing accounts payable and receivable, general consulting assistance 3) Monta Vista Holdings LLC,Is Not Investment Related,,DBA,Owner,2022-01-01,20 hours per month,0 hours per month during trading hours,Other Compensation,DBA where consulting funds are paid into 4) A Friend's House,Is Not Investment Related,"111 Henry Parkway, , McDonough, GA, 30253, United States",Board of Directors,Board Member,6/1/2023,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,I am a member of the board for A Friend's House which is a local non-profit group home for minors in the system 5)SGES, no, varsity girls soccer coach, 01/2026, 35hrs/mo, 5hrs/mo during trading, salary, coach varsity girls soccer team 6) Saint George Episcopal School,Is Not Investment Related,"103 Birch Street, , Milner, GA, 30257, United States",Soccer Coach,Varsity Soccer Coach,1/26/2026,35 hours per month,5 hours per month during trading hours,Salary Compensation,I am paid a flat fee to coach high school girls varsity soccer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
Reach out to this advisor