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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-21 |
| DE | RA | APPROVED | 2024-02-06 |
| MD | RA | APPROVED | 2023-06-30 |
| SC | RA | APPROVED | 2023-06-30 |
| WI | RA | APPROVED | 2023-06-30 |
| AL | RA | APPROVED | 2023-03-14 |
| TX | RA | APPROVED_RES | 2022-08-25 |
| ND | RA | APPROVED | 2022-02-22 |
| MN | RA | APPROVED | 2022-02-10 |
| VA | RA | APPROVED | 2022-02-10 |
| GA | RA | APPROVED | 2022-02-09 |
| CA | RA | APPROVED | 2022-01-04 |
Branch Locations
175 Country Club Dr Bldg 400 Suite D, Stockbridge, GA 30281 • 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 |
|---|---|---|---|---|
| Cape Securities, Inc. | Mcdonough | GA | 05/2015 | 04/2021 |
| Benchmark Investments, Inc | Stockbridge | GA | 04/2021 | Present |
| Benchmark Advisory Services, Llc | Stockbridge | GA | 04/2021 | 01/2022 |
| Logan B Lowrey | Stockbridge | GA | 01/2022 | Present |
| Kingswood Capital Partners, Llc | New York | NY | 05/2023 | Present |
1) Lowrey Wealth Management - Investment Related - 1061 Eagles Brooke Dr. Locust Grove, GA 30248 - Financial Advice, investments, and life insurance (d/b/a for Securites and Insurance) - Owner - Start date. 5/12/2021 - 100% - 100% - This entity was created to help with taxes now that I am a 1099 employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-09 |
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