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Joshua Landon Loveall

Kb Financial Advisors LLC

San Francisco, CA

Columbia, TN

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Current Employers
Kb Financial Advisors Llc

595 Market Street Suite 1023, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
TN RA APPROVED 2025-12-10
NY RA APPROVED 2021-04-20
TX RA APPROVED_RES 2017-09-29
  • CA RA
    APPROVED
    Since 2025-12-10
  • TN RA
    APPROVED
    Since 2025-12-10
  • NY RA
    APPROVED
    Since 2021-04-20
  • TX RA
    APPROVED_RES
    Since 2017-09-29

Branch Locations

595 Market Street Suite 1023, San Francisco, CA 94105 • United States

Columbia, TN • 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
Kb Financial Advisors Llc San Francisco CA 07/2014 Present
Previous Registrations
  • 2010-03-22 → 2015-12-23
    Cumberland Wealth Planners Llc
    Spring Hill, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-17
  • S65 Uniform Investment Adviser Law Examination
    2010-03-17
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
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VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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