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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| SC | RA | APPROVED | 2023-06-22 |
| NC | RA | APPROVED | 2023-05-30 |
| VA | RA | APPROVED | 2023-05-25 |
| KY | RA | APPROVED | 2023-05-24 |
| MS | RA | APPROVED | 2023-05-24 |
| GA | RA | APPROVED | 2023-05-22 |
| IN | RA | APPROVED | 2023-05-19 |
| OH | RA | APPROVED | 2023-05-17 |
Branch Locations
448 W. Main St Ste 200, Danville, KY 40422 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Campbellsville | KY | 06/2014 | 05/2023 |
| Transamerica Agency Network | Danville | KY | 04/2013 | 05/2023 |
| United Financial Services | Danville | KY | 04/2013 | 05/2023 |
| Kingswood Capital Partners, Llc | Junction City | KY | 05/2023 | Present |
| Kingswood Wealth Advisors, Llc | Junction City | KY | 05/2023 | Present |
1) Insurance - not investment related - 2896 Cream Ridge Rd Junction City KY 40440 - insurance sales - Agent - 6/1/2023 - 40 hours - 20 hours - help clients locate and apply for their insurance needs. To include life, disability, long term care, and Medicare supplement insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-22 |
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