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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
Branch Locations
5301 N Federal Hwy Suite 215, Boca Raton, FL 33487 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boca Raton | FL | 09/2013 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Coral Springs | FL | 09/2023 | 04/2026 |
| Kingswood Capital Partners, Llc | Boca Raton | FL | 06/2026 | Present |
| Kingswood Wealth Advisors, Llc | Boca Raton | FL | 06/2026 | Present |
1) RMV Securities; Not Investment Related; 930 NE 27th Ave. Pompano Beach, FL 33062; Advisory & Brokerage Services; Managing Partner; 6/2026; 400 hrs/month; 30 during trading; Provide long-term planning for retirement and wealth.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-20 |
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