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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-22 |
| FL | RA | APPROVED | 2024-07-11 |
| CA | RA | APPROVED | 2024-07-10 |
| OR | RA | APPROVED | 2024-07-09 |
| AL | RA | APPROVED | 2024-07-08 |
| TX | RA | APPROVED_RES | 2024-07-08 |
| GA | RA | APPROVED | 2024-07-05 |
| OH | RA | APPROVED | 2024-07-05 |
| IN | RA | APPROVED | 2024-07-03 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
1350 Scenic Highway Suite 266, Snellville, GA 30078 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Athens | GA | 12/2010 | 09/2016 |
| Harmony Grove Wealth Management, Llc | Athens | GA | 09/2016 | 08/2019 |
| Eudaimonia Partners, Llc Dba Phoenix Asset Advisors Llc | Snellville | GA | 09/2016 | 03/2025 |
| Ms Howells & Co | Scottsdale | AZ | 09/2016 | 10/2025 |
| Kingswood Wealth Advisors | Snellville | GA | 07/2024 | Present |
| Kingswood Capital Partners | Snellville | GA | 11/2025 | Present |
Stephens Investments & Wealth Management Solutions,Is Investment Related,"1350 Scenic Highway, Suite 266, Snellville, GA, 30078, United States",Wealth Management,Investment Advisor,4/1/2025,170 hours per month,170 hours per month during trading hours,Commission Compensation,Managing Director
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-02 |
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