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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-08 |
| NY | RA | APPROVED | 2021-07-30 |
Branch Locations
Lake Worth, FL • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newbridge Securities Corporation | Boca Raton | FL | 09/2015 | 05/2021 |
| Benchmark Investments, Inc | New York | NY | 05/2021 | Present |
| Benchmark Advisory Services , Llc | New York | NY | 05/2021 | Present |
| Kingswood Capital Partners, Llc | New York | NY | 05/2021 | Present |
| Kingswood Wealth Advisors, Llc | New York | NY | 05/2021 | Present |
| Kingswood Capital Partners, Llc | New York | NY | 05/2023 | Present |
1) Osotoro Co - yes investment related - 5637 Sandbirch Way , Lake Worth Fl 33463 - Purchasing Tax Certs - CEO/Owner - 3/1/2021 - 1 hour per month - 0 hours per trading hours - Review and purchase tax certs and file and required documents 2) "My Venture Fund, LLC",Is Not Investment Related,,Venture Capital,Member,2022-08-01,10 hours per month,0 hours per month during trading hours,Other Compensation,"Member of My Venture Fund, llc. Duties include administration of and selection of investments for Special Purpose Vehicle funds. My Venture Fund llc, is the managing entity of Special Purpose Vehicle funds. My Venture Fund, llc is affiliated with Kingswood US"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-05 |
| S66 | Uniform Combined State Law Examination | 2007-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-11 |
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