Brian Wiscombe

Current Employers

Employment History

• 12/2013 → 01/2018
  Edward Jones
  St Louis, MO
• 01/2018 → 12/2020
  Capital Analyst
  Chandler, AZ
• 01/2018 → 12/2020
  Lincoln Investment
  Fort Washington, PA
• 12/2020 → Present
  Stonecrest Wealth Management, Llc
  Chandler, AZ
• 12/2020 → Present
  Kingswood Capital Partners, Llc
  Chandler, AZ

Previous Registrations

• 2018-01-12 → 2020-12-01
  Capital Analysts
  Chandler, AZ
• 2014-02-28 → 2018-01-09
  Edward Jones
  Phoenix, AZ
  Phoenix, AZ
  St Louis, MO
  Phoenix, AZ

Other Businesses

Brian Wiscombe is dually-registered as an Investment Advisor Representative with StoneCrest Wealth Management, Inc. - since 12/2020) and as a Registered Representative with Kingswood Capital Partners, LLC ("Kingswood" - since 12/2020). Business is conducted from 118 S Kyrene Road, Suite 4, Chandler, AZ 85226. Approximately 90% of Mr. Wiscombe's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. StoneCrest and are not affiliated. Licensed insurance professionals. Same address. Less than 10% of business time. W PROPERTY INVESTMENTS POSITION: Owenr NATURE: Holding LLC for Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 4630 E. Mountain Vista Dr., Phoenix AZ 85048, United States DESCRIPTION: No duties, idle business llc NATIONAL PROPRTY MANAGEMENT POSITION: Owner NATURE: Holding LLC for property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 4630 E. Mountain Vista Dr., Phoenix AZ 85048, United States DESCRIPTION: No duties, idle LLC THE VIP MILITARY POSITION: Co-founder NATURE: Provide special deals & discounts to veterans INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 1265 E. Elgin Pl., Chandler AZ 85225, United States DESCRIPTION: NO duties, idle LLC 10-2 TECHNOLOGIES POSITION: Board Member NATURE: Law Enforcement Technology INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 2465 W. Weatherby Way, Chandler AZ 85286, United States DESCRIPTION: Consult on government contracting RENTAL PROPERTY IN MAINE POSITION: Property Owner NATURE: 2nd Home INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 7 Canterbury Circle, Kennebunk ME 04043, United States DESCRIPTION: My wife and I own a 2nd home in Maine that we currently have rented. ST JOHN BOSCO CATHOLIC SCHOOL DAD'S CLUB POSITION: I am the President of the Dad's Club. I oversee monthly meetings to discuss how we can volunteer and help out with different functions and activities at the school. This is a volunteer position and is non-compensated. NATURE: Conduct activities for the Dad's of the school to enhance camaraderie and participation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 16035 S. 48th St, Phoenix AZ 85048, United States DESCRIPTION: I oversee monthly meetings to discuss how we can volunteer and help out with different functions and activities at the school. This is a volunteer position and is non-compensated. ST. JOHN BOSCO CATHOLIC SCHOOL ADVISORY BOARD POSITION: Advisory Board Member. Advise and vote on initiatives for the school in coordination with the recommendations of other board members. NATURE: Advise the Principal INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 16035 S 48th St,, Phoenix AZ 85048, United States DESCRIPTION: Advise and vote on initiatives for the school in coordination with the recommendations of other board members.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-08

Designations

Other Names

• Brian Wiscombe