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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-14
TN RA APPROVED 2025-06-30
LA RA APPROVED 2024-08-21
AL RA APPROVED 2024-08-15
  • TX RA
    APPROVED_RES
    Since 2025-10-14
  • TN RA
    APPROVED
    Since 2025-06-30
  • LA RA
    APPROVED
    Since 2024-08-21
  • AL RA
    APPROVED
    Since 2024-08-15

Branch Locations

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

1791 Bypass Road, Winchester, TN 37398 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Myers Point Llc Sewanee TN 02/2005 Present
Uhlmann Price Securities, Llc Chicago IL 07/2015 06/2020
Goodson Wealth Management Winchester TN 07/2007 Present
Eudaimonia Partners, Llc Winchester TN 07/2015 04/2025
Purshe Kaplan Sterling Investments Albany NY 06/2020 08/2024
Kingswood Wealth Advisors Winchester TN 08/2024 Present
Kingswood Capital Partners Winchester TN 08/2024 Present
  • 02/2005 → Present
    Myers Point Llc
    Sewanee, TN
  • 07/2015 → 06/2020
    Uhlmann Price Securities, Llc
    Chicago, IL
  • 07/2007 → Present
    Goodson Wealth Management
    Winchester, TN
  • 07/2015 → 04/2025
    Eudaimonia Partners, Llc
    Winchester, TN
  • 06/2020 → 08/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2024 → Present
    Kingswood Wealth Advisors
    Winchester, TN
  • 08/2024 → Present
    Kingswood Capital Partners
    Winchester, TN
Previous Registrations
Other Businesses

(1) Goodson Weath Management Group LLC - Investment related - 1791 Bypass Road, Winchester, TN 37398 - Financial Advisor - 7/2007 - 160 hours a month - 160 security hours a month - Financial Advisor, Managing Investments for my clients. (2) Eudaimonia Group, LLC - Investment Related - 1791 Bypass Road, Winchester, TN 37398 - RIA/Investments - President - 2019 - 40 hours a month - 32 trading hours - All aspects of the business. (3) Eudaimonia Partners LLC - Investment related - 1791 Bypass Road, Winchester TN 37398 - Financial/RIA - Managing Principal - August 2017 - 32 hours a month - 32 security hours a month - all aspects of the business. (4) Eudaimonia Advisors, LLC. Investment Related. 1791 Bypass Road, Winchester TN 37398. RIA. Managing Partner. Start 6/28/2019. 10 hours per month, 5 during trading. Managing Partner. (5) Eudaimonia Asset Management. Investment Related. 1791 Bypass Road, Winchester TN 37398. RIA. Managing Partner. Start 6/28/2019. 5 hours per month, 5 during trading. Managing Partner (6) Myers Point LLC. Not Investment Related. Sewanee, TN. Real Estate Investment and Sales. Owner. Start 2005. 4 hour per month not during trading. Owner of land and building. (7) Berries Self-Stor, LLC - Not investment related - 1131 North Causeway Boulevard, Mandeville, LA 70471 - Real estate - Owner - July 2018 - 0 hours a month - 0 security hours a month - Real estate investment holding. (8) White Bridge Properties, LLC - Not investment Related - 332 White Bridge Pike, Nashville TN 37209 - Real estate - owner - 9/2018 - 0 hours a month - 0 security hours - Real Estate Investment Holding. (9) Befferfi.co - Not Investment related - 9933 SR 56 Coalmont, TN 37313 - 501c(3) Micro Loans Non-Profit - Board member - 5/2018 - 5 hours a month - 0 security hours a month - on the board helping people with loans. (10) Meyers Point, LLC - Not investment realated - Sewanee, TN - Real Estate and Sales - Owner - 2005 - 4 hours a month - 0 trading hours a month - owner of land and building. (11) Sewanee Angel Park Inc - Not investment related - 1791 Bypass road, Winchester TN 37398 (PO Box 182 Sewanee, TN, 37375) - 501c(3) Area Park for gatherings - board member - 2/2017 - 1 hour a month - no security hours - board member (12) GOODSON INVESTMENT GROUP LTD - Not Investment Related - 1791 Bypass Road, Winchester TN 37398 - Real Estate - Owner - December 2000 - 5 hours a month - no security hours - all aspects of the business (13) SEWANEE BUSINESS ALLIANCE,- not investment related - 49 University Ave, Sewanee, TN 37375 - 501c(6) Not for profit community business support - member - 2/2010 - 4 hours a month - 0 security hours - Member. (14) Insurance. Not Investment Related. 1791 Bypass Road, Winchester TN 37398. Life Insurance. Agent. Start 7/15/2015. 0 hours per month. Sell life insurance as needed to RIA clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-01
S63 Uniform Securities Agent State Law Examination 1992-08-28
  • S66 Uniform Combined State Law Examination
    2006-11-01
  • S63 Uniform Securities Agent State Law Examination
    1992-08-28
Other Names
  • John Goodson

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