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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
CA RA APPROVED 2025-06-17
  • CA RA
    APPROVED
    Since 2025-06-17

Branch Locations

Manhattan Beach, CA • United States

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • 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
Triad Global Asset Management Rolling Hills Estates CA 05/2021 11/2021
Unemployed/Student Manhattan Beach CA 01/2012 02/2021
Family Wealth Counseling Torrance CA 03/2021 04/2021
Grove Point Investments Llc Rockville MD 07/2021 11/2021
Royal Alliance Associates Inc Jersey City NJ 07/2021 02/2023
Rulo Wealth Strategies Llc Manhattan Beach CA 01/2023 10/2025
Grove Point Advisors Llc Rockville MD 09/2021 11/2021
Kingswood Wealth Advisors Llc Manhattan Beach CA 06/2025 Present
  • 05/2021 → 11/2021
    Triad Global Asset Management
    Rolling Hills Estates, CA
  • 01/2012 → 02/2021
    Unemployed/Student
    Manhattan Beach, CA
  • 03/2021 → 04/2021
    Family Wealth Counseling
    Torrance, CA
  • 07/2021 → 11/2021
    Grove Point Investments Llc
    Rockville, MD
  • 07/2021 → 02/2023
    Royal Alliance Associates Inc
    Jersey City, NJ
  • 01/2023 → 10/2025
    Rulo Wealth Strategies Llc
    Manhattan Beach, CA
  • 09/2021 → 11/2021
    Grove Point Advisors Llc
    Rockville, MD
  • 06/2025 → Present
    Manhattan Beach, CA
Previous Registrations
  • 2023-02-17 → 2025-10-29
    Rulo Wealth Strategies Llc
    Manhattan Beach, CA
  • 2021-11-23 → 2023-02-24
    Huntington Beach, CA
  • 2021-09-23 → 2021-11-18
    Grove Point Advisors, Llc
    Rolling Hills Estate, CA
    Rockville, MD
Other Businesses

1) ACC Mortgage Lending, no, 361 Van Ness Way #302, Torrance, CA 90501, Mortgage lending, Mortgage loan originator, 2023, 1hr/mo, 0hrs/mo, occassionally originate mortgage loans. 2) Complete Wealth 360, 818 18th Ave South Suite 950 Nashville TN 37203, Financial advisor 2025 160 Hr/Month10Hr/Mo RIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-21
  • S66 Uniform Combined State Law Examination
    2021-09-21
Other Names
  • Kyle Douglas Foster
  • Kyle D Foster

View on SEC IAPD

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