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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-06-23 |
| NY | RA | APPROVED | 2025-06-20 |
| SC | RA | APPROVED | 2025-06-19 |
| NC | RA | APPROVED | 2025-06-18 |
Branch Locations
400 E. South Main Street Ste 2, Waxhaw, NC 28173 • 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 |
|---|---|---|---|---|
| Kingswood Capital Partners, Llc | Charlotte | NC | 06/2025 | Present |
| Kingswood Wealth Advisors, Llc | Charlotte | NC | 06/2025 | Present |
| Unemployed | Charlotte | NC | 01/2025 | 05/2025 |
| Medigap Life | Charlotte | NC | 06/2015 | 01/2025 |
1) Admiralty Wealth Mgmt, Investment related, 400 E. South Main Street, Ste 2, Waxhaw, NC 28173, DBA. Consultant, start date 5/28/2025, 160 hours per month, all during trading, DBA for securities business 2) Insurance Sales, not investment related, 400 E. South Main Street, Ste 2, Waxhaw, NC 28173, Health, Life & fixed annuity sales, Independent agent/broker, start date 5/28/2025, 5 hours per month, all during trading hours, assistant clients with health, life & fixed annuities 3) Coverage One Insurance,Is Not Investment Related,"1901 W Cypress Creek Rd, Ste 103, Fort Lauderdale, FL, 33309, United States",Medicare Sales,Consultant,9/23/2025,80 hours per month,0 hours per month during trading hours,Salary Compensation,"Providing training and support for health insurance agents and the management team for a national medicare health insurance brokerage for this years annual enrolllemnt period thru Dec 7th, 2025."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
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