Donald Irving Kuhs

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Kingswood Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2023-02-07
NC	RA	APPROVED	2023-02-02
OH	RA	APPROVED	2022-03-09
CO	RA	APPROVED	2022-03-07
NH	RA	APPROVED	2022-01-28
CT	RA	APPROVED	2022-01-18
TX	RA	APPROVED	2021-12-08

SC RA
APPROVED

Since 2023-02-07
NC RA
APPROVED

Since 2023-02-02
OH RA
APPROVED

Since 2022-03-09
CO RA
APPROVED

Since 2022-03-07
NH RA
APPROVED

Since 2022-01-28
CT RA
APPROVED

Since 2022-01-18
TX RA
APPROVED

Since 2021-12-08

Branch Locations

901 South Mopac Expressway Bldg 1, Ste 300, Austin, TX 78746 • United States

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

Organization	City	State	From	To
Royal Alliance Associates, Inc.	Austin	TX	11/1989	12/2021
Integrated Financial Planning Center Llc	Austin	TX	01/2021	Present

11/1989 → 12/2021

Royal Alliance Associates, Inc.

Austin, TX
01/2021 → Present

Integrated Financial Planning Center Llc

Austin, TX

Previous Registrations

2021-05-20 → 2022-12-05

Integrated Financial Planning Center, Llc

Austin, TX
1989-11-19 → 2021-12-03

Osaic Wealth, Inc.

Austin, TX

Austin, TX

Portland, TX

Austin, TX

Austin, TX

Harlingen, TX

Austin, TX

Dallas, TX

Austin, TX

Waco, TX

Austin, TX

Leander, TX

Other Businesses

1. DON KUHS DBA INTEGRATED FINANCIAL PLANNING CENTER, INVESTMENT RELATED, 1015 BEECAVE WOODS DRIVE #100, AUSTIN TX 78746. OWNER SINCE 1977, 1 HRS/MTH, NO HRS/DST. INSURANCE - SALES AND SERVICES OF LIFE, HEALTH AND DISABILITY, LONG TERM CARE INSURANCE; 3. DON KUHS DBA INTEGRATED FINANCIAL PLANNING CENTER, INVESTMENT RELATED, 1015 BEECAVE WOODS DRIVE #100, AUSTIN TX 78746. ADVISOR, SINCE 1982, 40 HRS/MTH, 20 HRS/DST. INDEPENDENT REGISTERED INVESTMENT ADVISOR - EDUCATIONAL SEMINARS FINANCIAL PLANNING. 4. DON KUHS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1982 ADDRESS: 208 West Blanco Bend Drive, Wimberley TX 78676, United States DESCRIPTION: I own rental real estate properties that I operate as landlord 5. DON KUHS, SALES AGENT LEGAL SHIELD/PRE PAID LEGAL SERVICES POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 ADDRESS: 1015 Beecave Woods Dr. #100, Austin TX 78746, United States DESCRIPTION: Pre Paid Legal sales

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1981-03-26

S63 Uniform Securities Agent State Law Examination

1981-03-26

View on SEC IAPD