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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-19 |
Branch Locations
El Cerrito, CA • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 11/2023 |
| Jvj Property Solutions Llc | Las Vegas | NV | 03/2015 | 08/2019 |
| Lpl Financial Llc | Fremont | CA | 11/2023 | 08/2025 |
| Fremont Bank | Fremont | CA | 11/2023 | 08/2025 |
| Kingswood Capital Partner | El Cerrito | CA | 09/2025 | Present |
| Kingswood Wealth Advisors | El Cerrito | CA | 09/2025 | Present |
1) 11/20/2023 - Real Time Cloud Solutions,Is Not Investment Related,"1329 Brewster Drive, , El Cerrito, CA, 94530, United States",Quickbooks Hosting,Manager,1/1/2008,4 hours per month,0 hours per month during trading hours,Commission Compensation,I provide US based liaison services and registered office for a friend's tech services headquartered in India. 2) Acefone,Is Not Investment Related,"1329 Brewster Drive, , El Cerrito, CA, 94530, United States",VOIP Services,Manager,1/1/2008,4 hours per month,0 hours per month during trading hours,Commission Compensation,I provide US based liaison services and registered office for a friend's tech services headquartered in India.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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