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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-11 |
| SC | RA | APPROVED | 2024-03-20 |
| NC | RA | APPROVED | 2022-05-16 |
| CA | RA | APPROVED | 2022-05-10 |
| MD | RA | APPROVED | 2022-04-11 |
| NH | RA | APPROVED | 2022-02-15 |
| DE | RA | APPROVED | 2022-02-14 |
| CT | RA | APPROVED | 2022-02-09 |
| WA | RA | APPROVED | 2022-02-08 |
| FL | RA | APPROVED | 2022-02-07 |
| NY | RA | APPROVED | 2022-01-03 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
800 Westchester Ave #313, Rye Brook, NY 10573 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Irvington | NY | 12/2015 | 01/2018 |
| Jpmorgan Securities Llc | Irvington | NY | 01/2018 | 12/2018 |
| Jpmorgan Securities Llc | Dobbs Ferry | NY | 12/2018 | 09/2019 |
| Lpl Financial Llc | Ardsley | NY | 09/2019 | 10/2021 |
| Sterling National Bank | Ardsley | NY | 09/2019 | 10/2021 |
| Benchmark Advisory Services, Llc | New York | NY | 10/2021 | 01/2022 |
| Benchmark Investments, Llc | New York | NY | 10/2021 | 05/2023 |
| Kingswood Wealth Advisors | Stockbridge | GA | 01/2022 | Present |
| Kingswood Capital Partners, Llc | New York | NY | 05/2023 | Present |
anhtony nardi,Is Not Investment Related,"800 Westchester Ave Ste n-641, , Rye Brook, NY, 10573, United States",fixed annuity and life insurance,2,12/5/2023,2 hours per month,0 hours per month during trading hours,Commission Compensation,i originally used FIG as IMO now switch to Tarkenton as IMO for fixed and insurance lines of business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-20 |
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