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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 | 2022-07-01 |
| CA | RA | APPROVED | 2022-05-17 |
| CO | RA | APPROVED | 2022-05-17 |
| NY | RA | APPROVED | 2022-05-17 |
| NC | RA | APPROVED | 2022-05-17 |
| SC | RA | APPROVED | 2022-05-17 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
24 West Ave Ste 201, Spencerport, NY 14559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 05/2014 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 06/2014 | 09/2019 |
| Lincoln Investment | Spencerport | NY | 01/2017 | 05/2022 |
| Kingswood Capital Partners, Llc | Rochester | NY | 05/2022 | Present |
| Kingswood Wealth Advisors, Llc | Rochester | NY | 05/2022 | Present |
Health & Wealth Advisors Inc.,Is Not Investment Related,"24 West Ave suite 201, , Spencerport, NY, 14559, United States",Health & Wealth Advisors Inc.,Owner,1/1/2021,30 hours per month,20 hours per month during trading hours,Commission Compensation,"sale and service of life, ltc, medicare, home and auto insuance as well as supervising service and sales reps"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-08 |
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