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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
TX RA APPROVED_RES 2026-07-09
NJ RA APPROVED 2025-06-02
PA RA APPROVED 2025-05-30
  • TX RA
    APPROVED_RES
    Since 2026-07-09
  • NJ RA
    APPROVED
    Since 2025-06-02
  • PA RA
    APPROVED
    Since 2025-05-30

Branch Locations

350 E Butler Ave Ste 102, New Britain, PA 18901 • 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
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. New Britain PA 03/2010 05/2025
Capital Insurance & Investment Planning New Britain PA 04/2002 Present
Kingswood Capital Partners Llc New Britain PA 05/2025 Present
Kingswood Wealth Advisors New Britain PA 05/2025 Present
  • 03/2010 → 05/2025
    Cadaret, Grant & Co., Inc.
    New Britain, PA
  • 04/2002 → Present
    Capital Insurance & Investment Planning
    New Britain, PA
  • 05/2025 → Present
    Kingswood Capital Partners Llc
    New Britain, PA
  • 05/2025 → Present
    Kingswood Wealth Advisors
    New Britain, PA
Previous Registrations
  • 2019-12-19 → 2025-05-30
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    New Britain, PA
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Little Silver, NJ
    Syracuse, NY
    Syracuse, NY
Other Businesses

1) Capital Ins & Invest Planning Inc, Yes, 350 E Butler Ave Ste 102, New Britain, PA 18901, DBA for securities/insurance business, RR/IAR, 04.2002, 200hrs+, All trading hrs, DBA, 2) Quatum Ins Specialist, no, 350 E Butler Ave Ste 102, New Britain, PA 18901, life, health & disability ins agent, general agent 6-10hrs/week, 24-40/mo during trade hrs, sell insurance products through other agencies, 3) Mercer Museum, no, 84 S. Pine St Doylestown, PA 18901, non-profit museum, Rainmaker committee member, 2hrs/mo, 2hrs/mo during trading hrs, assist w/fundraising & museum events 4) PEARL S. BUCK FOUNDATION, MEMBER OF DEVELOPMENT COMMITTEE, ATTEND MEETINGS FOR FUND RAISING, 30 HRS PER YEAR, MEET 1 TIME PER MONTH. 4) Community College of Philadelphia, No, 1700 Spring Garden St, Philly, PA 19130, Community College, Adjunct Professor, 2nd week of Sept, 12hrs/mo, 2hrs/mo during trade hrs, Adjuct professor for Continuing Prof Edu Program 5) Discover Doylestown Bus Assoc, no, State & Pine St, Doylestown, PA, Santa Clause, 45hrs/mo, 8hrs during trade hrs in the winter, dress up as santa claus for community xmas tree activities 6) Friends of Borough Dam, no, non--profit Sponsoring Fishing Derbies, Fundraising Chairman, 3mo/yr, 15hrs, 2hrs during trade hrs, fishing derbies for nursing homes, children etc

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-11
S63 Uniform Securities Agent State Law Examination 1983-11-18
  • S65 Uniform Investment Adviser Law Examination
    2019-11-11
  • S63 Uniform Securities Agent State Law Examination
    1983-11-18
Other Names
  • John Edward Stanojev

View on SEC IAPD

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