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M Stevens Wealth Advisors, LLC CRD 291482
$7.08M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED | 2020-08-31 |
| WA | RA | APPROVED | 2019-04-16 |
| CA | RA | APPROVED | 2018-03-28 |
Branch Locations
3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169 • 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 |
|---|---|---|---|---|
| Ascendiant Capital Markets, Llc | Irvine | CA | 03/2016 | 03/2017 |
| Accelerated Capital Group, Inc. | Irvine | CA | 03/2017 | 10/2018 |
| M Stevens Wealth Advisors, Llc | Las Vegas | NV | 12/2017 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 06/2020 | 02/2023 |
M STEVENS WEALTH ADVISORS, LAS VEGAS, NV ; RIA (INVESTMENT RELATED); CEO AND CCO; START DATE: 09/2017 80 HOURS PER MONTH, 40 DURING MKT HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-06 |
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