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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-03-30 |
| IL | RA | APPROVED | 2022-12-22 |
| NY | RA | APPROVED | 2022-02-08 |
| VA | RA | APPROVED | 2022-01-13 |
| SC | RA | APPROVED | 2022-01-11 |
| WA | RA | APPROVED | 2022-01-11 |
| NC | RA | APPROVED | 2022-01-10 |
| CA | RA | APPROVED | 2022-01-05 |
| PA | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED_RES | 2022-01-04 |
Branch Locations
400 E South Main St Suite 2, Waxhaw, NC 28173 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Laidlaw And Company | New York | NY | 09/2013 | 02/2018 |
| Allied Millennial Partners | New York | NY | 02/2018 | 08/2020 |
| Millennial Advisers, Llc | New York | NY | 03/2018 | 08/2020 |
| Benchmark Investments, Inc | Stockbridge | GA | 08/2020 | 05/2023 |
| Benchmark Advisory Services, Llc | Stockbridge | GA | 08/2020 | 01/2022 |
| Kingswood Wealth Advisors Llc | Stockbridge | GA | 01/2022 | Present |
| Kingswood Capital Partners, Llc | Waxhaw | NC | 05/2023 | Present |
1) Admiralty Wealth Management - Yes, investment related - 1812 Mill Chase Lane, Waxhaw, NC 28173 - DBA - Owner - 2/25/2020 - 40+hrs/mo - 40hrs/mo during trading hrs - DBA for advisory, brokerage and insurance business 2) The Admiralty Corp. - 1812 Mill Chase Lane, Waxhaw, N.C. - NON-INVESTMENT RELATED - Bookkeeping - President/Owner - 1 HR/MONTH - NONE DURING MARKET HOURS - General bookkeeping for business 3) Toastmasters & Youth Leadership Program - President, CMC Facility Community Room 2700 Providence Rd Waxhaw, NC 28173, Non-Investment Related 05/21/2019 Teaching kids & adults effective public speaking & communication, less than 4 hours per month non-market hours Toastmasters and YLP,Is Not Investment Related,"1812 MILL CHASE LANE, Suite 2, Waxhaw, NC, 28173, United States",volunteer,Member,5/21/2019,4 hours per month,0 hours per month during trading hours,No Compensation Compensation,Teaching communication skills to kids and adults Admiralty Corp Admiralty Wealth Management,Is Not Investment Related,"400 E. South Main Street, Suite 2, Waxhaw, NC, 28173, United States",bookkeeping,Owner,5/16/2016,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,General bookkeeping for business Admiralty Wealth Management,Is Investment Related,"400 E. South Main Street, Suite 2, Waxhaw, NC, 28173, United States",DBA,owner,2/25/2020,40 hours per month,40 hours per month during trading hours,Commission Compensation,DBA for Advisory and Insurance business Waxhaw Jiu Jitsu Academy,Is Not Investment Related,"3913 Providence Rd South, STE E, Waxhaw, NC, 28173, United States",Martial Arrts,Partner,7/1/2026,4 hours per month,0 hours per month during trading hours,Other Compensation,"My role as a minority partner will involve some administrative work, like paying bills, and teaching a few self-defense classes each month. Any profits will be disbursed based on ownership holding. My percentage ownership will be 25%."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-12 |
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