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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-04 |
Branch Locations
361 Route 202, Somers, NY 10589 • United States
Delray Beach, FL • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miami | FL | 08/2015 | 04/2021 |
| Benchmark Investments Inc | Stockbridge | GA | 04/2021 | 08/2023 |
| Benchmark Advisory Services Llc | Stockbridge | GA | 04/2021 | 01/2022 |
| Kingswood Wealth Advisors Llc | Miami | FL | 01/2022 | 08/2023 |
| Kingswood Capital Partners, Llc | Miami | FL | 05/2023 | 08/2023 |
| Innovative Private Wealth Management Inc. | Katonah | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-16 |
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