Stephen Claude Forsyth Lovell

Current Employers

Employment History

• 10/2002 → 03/2017
  Lpl Financial Llc
  Walnut Creek, CA
• 03/2017 → 01/2019
  Investacorp Inc
  Miami, FL
• 03/2017 → 12/2018
  Investacorp Advisory Services
  Miami, FL
• 10/2002 → 03/2017
  Lpl Financial Llc
  Walnut Creek, CA
• 01/2019 → 09/2022
  Kalos Capital
  Alpharetta, GA
• 01/2019 → 09/2022
  Kalos Management
  Alpharetta, GA
• 09/2022 → 11/2023
  Kingswood Capital Partners, Llc
  Emerald Hills, CA
• 09/2022 → 11/2023
  Kingswood Wealth Advisors, Llc
  Emerald Hills, CA
• 11/2023 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 11/2023 → Present
  Realta Equities, Inc.
  Wilmington, DE

Previous Registrations

• 2022-09-26 → 2024-02-01
  Kingswood Wealth Advisors, Llc
  San Diego, CA
  Emerald Hills, CA
• 2019-01-07 → 2022-09-09
  Kalos Management
  Walnut Creek, CA
  San Francisco, CA
  Ponte Vedra Beach, FL
• 2017-04-03 → 2019-02-08
  Investacorp Advisory Services Inc
  Walnut Creek, CA
• 2003-10-21 → 2017-03-23
  Lpl Financial Llc
  San Francisco, CA
  Walnut Creek, CA
  Walnut Creek, CA
• 2002-10-28 → 2003-09-29
  Lpl Financial Llc
  Walnut Creek, CA
• 2002-05-02 → 2002-10-31
  Osaic Fa, Inc.
  Walnut Creek, CA
• 1997-12-15 → 2002-04-10
  Ameriprise Financial Services, Llc
  Walnut Creek, CO

Other Businesses

1) LOVELL WEALTH MANAGEMENT; INVESTMENT RELATED; 723 TEMESCAL WAY, EMERALD HILLS, CA 94062; DBA FOR MY FINANCIAL PLANNING PRACTICE; FINANCIAL ADVISOR; PROVIDE FINANCIAL ADVICE TO CLIENTS: START DATE: 10/2003; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 2) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 3) PROVISORS; START: 6/2024; NOT INVESTMENT RELATED; MONTHLY MEETING OF PROCESSIONAL PERSONS; HUB.PROVISORS.COM; LEADER OF THE MONTHLY MEETINGS; NO COMPENSATION; 1 HOUR PER WEEK SOME DURING NORMAL TRADING HOURS. 4) TARKENTON FINANCIAL; START 11/2024; 3340 PEACHTREE RD NE SUITE 2300 ATLANTA, GA 30326; FMO; TARKENTONFINANCIAL.COM; CONSULT WITH TARKENTON CONCERNING FIA AND LIFE INSURANCE BUSINESS; NO COMPENSATION; 4 HOUR PER WEEK DURING NORMAL TRADING HOURS. 5) CA REAL ESTATE BROKER; START: 11/2024; MAINTAIN RE LICENSE - DO NOT ENGAGE IN ANY ACTIVITY; NO COMPENSATION; 0 HOURS PER WEEK. 6) SILICON VALLEY TAX; START: 12/2024; 723 TEMESCAL WAY EMERALD HILLS, CA 94062; S CORP WITH NO ACTIVITY; NO COMPENSATION; 0 HOURS PER WEEK. 7) ADISA; START: 12/2024; 10401 N MERIDIAN ST SUITE 160 INDIANAPOLIS, IN 46290; PROVIDES EDUCATION TO RIA AND REGISTERED REPS ABOUT ALTS; ADISA.ORG; BOARD MEMBER AND VICE CHAIRMAN OF THE EDUCATION COMMITTEE; 1 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. 8) LOVELL WEALTH LEGACY; START: 4/30/2026; NOT INVESTMENT RELATED; 723 TEMESCAL WAY EMERALD HILLS, CA 94062; MAKE REFERRALS TO A COMPANY THAT ARRANGES GOLDEN PASSPORTS AND VISAS; INTRODUCER; COMMISSIONS; 2 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-06

Designations

Other Names

• Claude Forsyth Lovell
• Stephen Forsyth Lovell
• Stephen F Lovell