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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-04
  • GA RA
    APPROVED
    Since 2026-08-04

Branch Locations

Atlanta, GA • United States

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Boardwalk Capital Management, Inc.

Atlanta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2009-06-08
  • GA RA
    APPROVED
    Since 2009-06-08

Branch Locations

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boardwalk Capital Management, Inc. Atlanta GA 04/2009 Present
Kingswood Wealth Advisors Atlanta GA 07/2026 Present
Other Businesses

Boardwalk Planning Strategies,Is Not Investment Related,"1275 E Rock Springs Rd, , Atlanta, GA, 30306, United States",Subadvisor for Boardwalk Capital,Managing Member,1/1/2010,0 hours per month,0 hours per month during trading hours,Commission Compensation,"Boardwalk Planning exists for tax purposes. it allows me to make distributions from an LLC vs. Distributing W2 income from Boardwalk Capitals, no other duties." DBA Boardwalk Capital Management,Is Not Investment Related,"1275 E Rock Springs Rd, , Atlanta, GA, 30306, United States",Wealth Management Advisory,Founder & President,4/1/2009,120 hours per month,104 hours per month during trading hours,Commission Compensation,Wealth & Investment Management for HNW families & small institutions Overlay Capital,Is Not Investment Related,"3000 Northwinds PKWY, , Alpharetta, GA, 30009, United States",Private Equity,Director/Shareholder,6/1/2022,40 hours per month,40 hours per month during trading hours,Commission Compensation,Investment Committee Member-Discuss and approve venture capital investments help get funds onto custody platforms

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-10
  • S66 Uniform Combined State Law Examination
    2006-07-10
Other Names
  • Brian Scott Sadler
  • Brian Sadler

View on SEC IAPD

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