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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-31 |
| OK | RA | APPROVED | 2024-06-11 |
| AR | RA | APPROVED | 2024-04-25 |
| LA | RA | APPROVED | 2024-04-16 |
| MT | RA | APPROVED | 2024-04-15 |
| OH | RA | APPROVED | 2024-04-12 |
| AL | RA | APPROVED | 2024-04-11 |
| KY | RA | APPROVED | 2024-04-10 |
| MN | RA | APPROVED | 2024-04-10 |
| SC | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED_RES | 2024-04-10 |
| CA | RA | APPROVED | 2024-04-09 |
| TN | RA | APPROVED | 2024-04-09 |
| VA | RA | APPROVED | 2024-04-09 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
3401 Mallory Lane Suite 238, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Nashville | TN | 10/2010 | 10/2016 |
| Ameriprise Financial Services, Inc. | Franklin | TN | 10/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | 04/2024 |
| Kingswood Capital Partners | Franklin | TN | 04/2024 | Present |
| Kingswood Wealth Advisors | Franklin | TN | 04/2024 | Present |
Lifetrust Property Group, Not investment related, 3401 Mallory Lane Suite 238, Nature: real estate, Managing Partner/President, 06/01/2023, 4 hours devote, 2 trading, Managing investment in rental property. Christopher S Brown,Is Investment Related,"PO Box 682321, , Franklin, TN, 37068, United States",Expert Witness,Expert Witness,11/18/2024,13 hours per month,0 hours per month during trading hours, Hourly Compensation,I was called to be an expert witness to discuss income generation possibilities from an investment portfolio "dba LifeTrust Wealth Advisors, LLC",Is Investment Related,"3401 Mallory Lane, Suite 238, Franklin, TN, 37067, United States",Advisory,CEO,7/1/2025,60 hours per month,5 hours per month during trading hours, Fee Based Compensation,"This name will be used as a dba for my advisory business but is not being used currently. Mike Alsoraimi approved the use of the name. The state of Tennessee approved the name a few weeks ago. I would alo like to use this name for non-securities related insurance business. Life, non securities annuities, LTC and disability. The advisory business may be fee, commission and insurance will be commission." Page High School Quarterback Club,Is Not Investment Related,"6281 Arno Road, , Franklin, TN, 37064, United States",High School Football,Member,8/1/2023,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,"This position is for helping pre-game high school football, running score board, field set up and voting for various expenditures for the program."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-31 |
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