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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
NC RA APPROVED 2024-11-20
GA RA APPROVED 2024-11-13
FL RA APPROVED 2024-10-21
TX RA APPROVED_RES 2024-09-30
  • NC RA
    APPROVED
    Since 2024-11-20
  • GA RA
    APPROVED
    Since 2024-11-13
  • FL RA
    APPROVED
    Since 2024-10-21
  • TX RA
    APPROVED_RES
    Since 2024-09-30

Branch Locations

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

1551 Jennings Mill Rd Suite 2600C, Watkinsville, GA 30677 • 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
Aig Retirement Advisors Atlanta GA 10/2008 11/2016
B. Riley Memphis TN 11/2016 12/2018
M.S. Howells & Co Scottsdale AZ 12/2018 02/2026
Raymond James Dba Eudaimonia Ptnrs. Dba Harmony Grove Wealth Mgm Athens GA 12/2018 08/2019
Eudaimonia Partners, Llc Watkinsville GA 08/2019 09/2024
Kingswood Wealth Advisors Watkinsville GA 09/2024 Present
Kingswood Capital Partners Watkinsville GA 02/2026 Present
  • 10/2008 → 11/2016
    Aig Retirement Advisors
    Atlanta, GA
  • 11/2016 → 12/2018
    B. Riley
    Memphis, TN
  • 12/2018 → 02/2026
    M.S. Howells & Co
    Scottsdale, AZ
  • 12/2018 → 08/2019
    Raymond James Dba Eudaimonia Ptnrs. Dba Harmony Grove Wealth Mgm
    Athens, GA
  • 08/2019 → 09/2024
    Eudaimonia Partners, Llc
    Watkinsville, GA
  • 09/2024 → Present
    Kingswood Wealth Advisors
    Watkinsville, GA
  • 02/2026 → Present
    Kingswood Capital Partners
    Watkinsville, GA
Previous Registrations
  • 2019-02-08 → 2025-04-02
    Eudaimonia Partners, Llc
    Athens, GA
    Winchester, TN
  • 2016-11-22 → 2018-12-04
    B. Riley Wealth Management
    Athens, GA
    Watkinsville, GA
    Memphis, TN
    Athens, GA
  • 2008-10-22 → 2016-11-17
    Atlanta, GA
    Athens, GA
    Atlanta, GA
  • 2003-04-17 → 2008-11-03
    Athens, GA
    Athens, GA
Other Businesses

AUG 2019: DBA Phoenix Asset Advisors,Is Investment Related,"1551 Jennings mill rd, suite 2600c, Watkinsville, GA, 30677, United States",financial advisor,Managing Director,8/1/2019,160 hours per month,160 hours per month during trading hours,Fee Based Compensation,advise clients on assets SEPT. 1997; KINCHAFOONEE COWBOYS, ALBANY GA; NOT INVESTMENT RELATED; MUSICAL GROUP; GUITARIST, VOCALIST; 6 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-08
S63 Uniform Securities Agent State Law Examination 1996-02-02
  • S65 Uniform Investment Adviser Law Examination
    1996-02-08
  • S63 Uniform Securities Agent State Law Examination
    1996-02-02
Other Names
  • Chris Scarborough

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