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118 S Kyrene Road Suite 4, Chandler, AZ 85226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-24 |
| AZ | RA | APPROVED | 2020-12-10 |
Branch Locations
118 S Kyrene Road Suite 4, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Phoenix | AZ | 07/1992 | 12/2020 |
| Lincoln Investment | Chandler | AZ | 06/2012 | 12/2020 |
| Kingswood Capital Partners, Llc | Chandler | AZ | 12/2020 | Present |
| Stonecrest Wealth Management, Llc | Chandler | AZ | 12/2020 | Present |
Keith (Casey) Mahan is dually-registered as an Investment Advisor Representative with StoneCrest Wealth Management, Inc. - since 12/2020) and as a Registered Representative with Kingswood Capital Partners, LLC ("Kingswood" - since 12/2020). Business is conducted from 118 S Kyrene Road, Suite 4, Chandler, AZ 85226. Approximately 90% of Mr. Mahahan's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. StoneCrest and are not affiliated. Licensed insurance professionals. Same address. Less than 10% of business time. KCASHMAN 118 KYRENE LLC POSITION: PRESIDENT NATURE: REAL ESTATE MANAGEMENT INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 03/12/2014 ADDRESS: 118 S. KYRENE ROAD, SUITE 4, CHANDLER AZ 85226 DESCRIPTION: MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-10 |
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