Dean T Antonopoulos

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1992 → 12/2016
  Holy Trinity Greek Orthodox Church
  Indianapolis, IN
• 01/2007 → 12/2018
  Antonopoulos Capital Management, Inc.
  Lafayette, IN
• 05/2007 → Present
  Endeavor Investment Resources
  Carmel, IN
• 08/2016 → 09/2022
  Kalos Capital
  Alpharetta, GA
• 08/2016 → 09/2022
  Kalos Management
  Alpharetta, GA
• 09/2022 → Present
  Kingswood Capital Partners, Llc
  Carmel, IN
• 09/2022 → Present
  Kingswood Wealth Advisors, Llc
  Carmel, IN

Previous Registrations

• 2016-08-24 → 2022-09-01
  Kalos Management
  Carmel, IN
  Ponte Vedra Beach, FL
• 2007-05-25 → 2016-07-18
  Vsr Financial Services, Inc.
  Overland Park, KS
  Carmel, IN
  Overland Park, KS
• 1998-11-05 → 2007-05-29
  Raymond James Financial Services, Inc.
  Kokomo, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1) Endeavor Investment Resource - not investment related - 650 East Carmel Dr # 115 Carmel IN 46032 - DBA for my investment practice - investment advisor - 5/28/2007 - 160+ hours - All hours - DBA only. Transactions and advisory submitted with Kingswood Capital Partners & Kingswood Wealth advisory respectively 2) EIR Capital, Inc - not investment related - 650 East Carmel Dr # 115 Carmel IN 46032 - admin for investment practice - president - 1/2/2019 - 10-20 hours - 2-5 hours - office expenses/administration "EIR Capital, Inc",Is Not Investment Related,"650 East Carmel Drive, #320, , Carmel, IN, 46032, United States",Office Admin / Insurance Sales,President,1/2/2019,10 hours per month,0 hours per month during trading hours,Commission Compensation,Manage Office Expenses / Outside Insurance Sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-10