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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-27 |
| MO | RA | APPROVED | 2022-09-27 |
Branch Locations
914 S. Kirkwood Rd. Suite 100, St Louis, MO 63122 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Capital Strategies, Inc. | Lake Forest | CA | 11/2016 | 12/2019 |
| Benefitperqs Inc. | St. Louis | MO | 08/2013 | Present |
| Sa Stone Wealth Management Inc. | Birmingham | AL | 12/2019 | 09/2022 |
| Sa Stone Investment Advisors Inc. | Birmingham | AL | 12/2019 | 09/2022 |
| Kingswood Capital Partners, Llc | St. Louis | MO | 09/2022 | Present |
| Kingswood Wealth Advisors, Llc | St. Louis | MO | 09/2022 | Present |
1) BENEFITPERQS INC. - not investment related - 914 S. Kirkwood Rd. St 100 St. Louis, MO 63122 - insurance sales. accounting, business consulting, tax prep, IRS representation - owner - 2013 - 40 hours - 3 hours - owner/manager 2) MICHAEL TSIAKLIDES EA/TAX SERVICE - not investment related - 914 S. Kirkwood Rd. St 100 St. Louis, MO 63122 - tax prep and consulting - owner - 2000 - 80 hours - 3 hours - owner/manager of a tax prep and tax/business advisory practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-25 |
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