Namhee Park

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
NV	RA	APPROVED	2024-12-10
NY	RA	APPROVED	2024-12-10
UT	RA	APPROVED	2023-08-22
CO	RA	APPROVED	2022-05-13
MI	RA	APPROVED	2022-01-21
TX	RA	APPROVED_RES	2022-01-19
CA	RA	APPROVED	2021-10-05

NV RA
APPROVED

Since 2024-12-10
NY RA
APPROVED

Since 2024-12-10
UT RA
APPROVED

Since 2023-08-22
CO RA
APPROVED

Since 2022-05-13
MI RA
APPROVED

Since 2022-01-21
TX RA
APPROVED_RES

Since 2022-01-19
CA RA
APPROVED

Since 2021-10-05

Branch Locations

110 E Wilshire Ave Suite 301, Fullerton, CA 92832 • 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
Homemaker	Troy	MI	09/2013	11/2016
New York Life Insurance Co	Southfield	MI	11/2016	03/2018
Nylife Securities Llc	Southfield	MI	01/2017	03/2018
Eagle Securities Llc	Southfield	MI	02/2018	03/2018
Mass Mutual Life Insurance Company	Troy	MI	03/2018	01/2019
Mml Investors Services	Troy	MI	04/2018	01/2019
Mirae Asset Wealth Management (Usa) Inc.	Los Angeles	CA	02/2019	09/2021
Kingswood Capital Partners, Llc	San Deigo	CA	10/2021	Present
Kingswood Wealth Advisors, Llc	San Diego	CA	10/2021	Present

09/2013 → 11/2016

Homemaker

Troy, MI
11/2016 → 03/2018

New York Life Insurance Co

Southfield, MI
01/2017 → 03/2018

Nylife Securities Llc

Southfield, MI
02/2018 → 03/2018

Eagle Securities Llc

Southfield, MI
03/2018 → 01/2019

Mass Mutual Life Insurance Company

Troy, MI
04/2018 → 01/2019

Mml Investors Services

Troy, MI
02/2019 → 09/2021

Mirae Asset Wealth Management (Usa) Inc.

Los Angeles, CA
10/2021 → Present

Kingswood Capital Partners, Llc

San Deigo, CA
10/2021 → Present

Kingswood Wealth Advisors, Llc

San Diego, CA

Previous Registrations

2019-02-05 → 2021-10-01

Mirae Asset Wealth Management (Usa) Inc.

Los Angeles, CA

Los Angeles, CA
2018-04-11 → 2019-01-29

Mml Investors Services, Llc

Southfield, MI

Troy, MI
2018-02-02 → 2018-03-27

Eagle Strategies Llc

Southfield, MI

Other Businesses

1)KOREAN AMERICAN CHAMBER OF COMMERCE OF ORANGE COUNTY - NOT-INVESTMENT RELATED - 9828 GARDEN GROVE BLVD., #207, GARDEN GROVE, CA 92844 -NON-PROFIT ORG - BOARD MEMBER - START DATE: 8/22/2019 - 10/HRS PER MONTH - 0 HRS DURING MARKET HRS TO SERVE AS THE VOICE OF KOREA AMERICAN BUSINESSES IN ORANGE COUNTY. Yonsei Global CEO Association,Is Not Investment Related,"1561 E. ORANGETHORPE AVE, SUITE 210, FULLERTON, CA, 92831, United States",Non-Profit Organization,CFO,1/1/2025,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,To serve as the CFO of Yonsei Global CEO Association.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-01-16
S63	Uniform Securities Agent State Law Examination	2017-12-23

S65 Uniform Investment Adviser Law Examination

2018-01-16
S63 Uniform Securities Agent State Law Examination

2017-12-23

View on SEC IAPD