Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-05-22 |
| NC | RA | APPROVED | 2023-09-27 |
| MI | RA | APPROVED | 2022-09-22 |
| MA | RA | APPROVED | 2022-03-31 |
| FL | RA | APPROVED | 2022-03-21 |
| IL | RA | APPROVED | 2022-02-10 |
| AL | RA | APPROVED | 2022-02-09 |
| AZ | RA | APPROVED | 2022-01-12 |
| CA | RA | APPROVED | 2022-01-05 |
| NJ | RA | APPROVED | 2022-01-05 |
| SD | RA | APPROVED | 2022-01-05 |
| CO | RA | APPROVED | 2022-01-04 |
| UT | RA | APPROVED | 2022-01-04 |
| CT | RA | APPROVED | 2022-01-03 |
| MD | RA | APPROVED | 2022-01-03 |
| NY | RA | APPROVED | 2022-01-03 |
| PA | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED_RES | 2022-01-03 |
| VA | RA | APPROVED | 2022-01-03 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
1100 University Ave #105, Rochester, NY 14607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Capital Corp. | New York | NY | 03/2010 | 06/2020 |
| Benchmark Investments, Inc | Stockbridge | GA | 06/2020 | Present |
| Benchmark Advisory Services, Llc | Stockbridge | GA | 06/2020 | 01/2022 |
| Kingswood Wealth Advisors Llc | Stockbridge | GA | 01/2022 | Present |
| Kingswood Capital Partners, Llc | Rochester | NY | 05/2023 | Present |
- PCM Associates - Yes investment related - 1100 University Ave #105 Rochester, NY 14607 - Run investment activity of Dom Pullano - President - 5/2005 - 5hrs/mo - 0hrs/mo during trading hrs - Manage office space and services to provide proper surroundings for an OSJ PCM Associates Ltd,Is Investment Related,"1100 University Ave, #105, Rochester, NY, 14607, United States",Managing investment services,President,1/1/2023,8 hours per month,0 hours per month during trading hours,Salary Compensation,Managing office and investment services related to supporting my registered representative and investment advisor activities through Kingswod Advisors and Kingswood LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-30 |
Reach out to this advisor