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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-23 |
| NC | RA | APPROVED | 2025-03-24 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Saint Helena Island, SC • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Raleigh | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 08/2018 |
| Cantella & Co., Inc. | Boston | MA | 08/2018 | 11/2022 |
| Peak Brokerage Services, Llc | Jupiter | FL | 11/2022 | 02/2025 |
| Blackridge Asset Management | Jupiter | FL | 11/2022 | 02/2025 |
| Kingswood Capital Partners | Saint Helena Island | SC | 02/2025 | Present |
| Kingswood Wealth Advisors | Saint Helena Island | SC | 02/2025 | Present |
1. DBA - "Outer Banks Wealth Management, LLC",Is Not Investment Related,"338 Westbrook Road, , SAINT HELENA ISLAND, SC, 29920, United States",DBA,Managing Director,5/11/2018,40 hours per month,10 hours per month during trading hours,Fee Based Compensation,Securities Business. Investment Advisory Services. 2. Business Activity: Asset Management, IAR; Business Entity: Blackridge Asset Management; Duties of Position: Financial Advisor; Title: Financial Advisor; Start Date: 11/2022; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-18 |
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