Christopher Allan Cooley

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

• 03/2003 → 05/2022
  Raymond James Financial Services
  Franklin, TN
• 09/2017 → Present
  Npf Investments, Inc. Dba Lapels Dry Cleaning
  Franklin, TN
• 05/2022 → 09/2025
  Eudaimonia Partners, Llc
  Franklin, TN
• 03/2003 → 05/2022
  Tpg Financial
  Franklin, TN
• 05/2022 → 09/2025
  Prosperity Life Advisory Group, Llc
  Franklin, TN
• 05/2022 → Present
  The Leaders Group Inc
  Littleton, CO
• 03/2003 → 05/2022
  Raymond James
  Franklin, TN
• 06/2024 → Present
  Kingswood Wealth Advisors
  Franklin, TN
• 09/2025 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2022-05-09 → 2025-04-02
  Eudaimonia Partners, Llc
  Winchester, TN
  Franklin, TN
• 2009-01-02 → 2022-05-23
  Raymond James Financial Services Advisors, Inc
  Franklin, TN
  Franklin, TN
• 2004-03-31 → 2009-01-02
  Raymond James Financial Services, Inc.
  Franklin, TN
• 2000-03-07 → 2003-06-26
  Voya Financial Advisors, Inc.
  Roswell, GA

Other Businesses

1. NPF Investments Inc. dba Lapels Dry Cleaning; 320 Liberty Pike, Unit 210, Franklin, TN 37064; Not investment related; Owner; Dry Cleaning Franchise, management behind the scenes; 8/2/2017; 10 ho/mo; 10 ho/mo; during trading hours. 2. Winged Keel Group; 60 E. 42nd street, 44th Floor, New York, NY 10165; Insurance; Investment related; Senior Director, Customer Relationship Manager; Sales of life insurance products and investment products like PPLI; 9/30/2025; 120 ho/mo; 120 ho/mo; during trading hours. 3. M Financial,Is Not Investment Related,"1125 NW Couch St., Ste 900, Portland, OR, 97209, United States",Insurance Broker Dealer,Senior Director,9/30/2025,10 hours per month,10 hours per month during trading hours,Commission Compensation,This is a broker dealer with whom I must be affiliated to conduct my insurance business. They assist in processing variable insurance business that requires a broker dealer. 4. Prosperity Wealth Management, LLC dba Kingswood Wealth Advisors; 320 Liberty Pike, Ste 210, Franklin TN 37064; RIA; President; Does not actively solicit, but does receive referral fees; 9/30/2025; 40 ho/mo; 40 ho/mo during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-11
• S63 Uniform Securities Agent State Law Examination
  1993-05-07

Designations

• Certified Financial Planner