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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED_RES | 2025-10-22 |
Branch Locations
3651 Mars Hill Rd Suite 2700, Watkinsville, GA 30677 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Athens | GA | 02/2013 | 03/2020 |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 03/2020 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Watkinsville | GA | 03/2020 | 10/2025 |
| Freedom Street Partners | Watkinsville | GA | 03/2020 | 03/2024 |
| Kingswood Capital Partners | Watkinsville | GA | 10/2025 | Present |
| Kingswood Wealth Advisors | Watkinsville | GA | 10/2025 | Present |
(1)Name of Business: DC Group Properties LLC Address: 5575 Riverwalk Court, Gainesville, GA, 30506, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/03/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage lease (2)Name of Business: Simplicity Group Address: 3651 Mars Hill Rd Ste 2700, Watkinsville, GA, 30677-5985, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/10/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: providing life insurance solutions for client (3)Name of Business: Blueprint Wealth Solutions Address: 3651 Mars Hill Rd Ste 2700, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/14/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: partner / financial advisor on the team. LLC created for our financial services business (4) MCC Investment Holdings, LLC Address: 3651 Mars Hill Rd Ste 2700, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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