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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-02-19 |
| NJ | RA | APPROVED | 2025-06-03 |
| WI | RA | APPROVED | 2024-07-10 |
| NY | RA | APPROVED | 2023-05-22 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
17 Battery Place Suite 625, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benchmark Investments, Inc | Stockbridge | GA | 08/2020 | 05/2023 |
| Unemployed | Fair Lawn | NJ | 06/2019 | 08/2020 |
| Three Bridges Capital | New York | NY | 06/2018 | 06/2019 |
| Student | Waltham | MA | 04/2018 | 05/2018 |
| Kaplow And Kaplow Cpa | Waltham | MA | 01/2018 | 04/2018 |
| Student | Waltham | MA | 08/2017 | 01/2018 |
| Bellagio Property Management | Fair Lawn | NJ | 05/2017 | 08/2017 |
| Student | Waltham | MA | 08/2016 | 05/2017 |
| Kingswood Capital Partners | New York | NY | 03/2022 | Present |
| Kingswood Wealth Advisors, Llc | New York | NY | 05/2023 | Present |
Martin-Kazatsky Motors, LLC -Not investment related -montana -race car holdings and operations - managing member -3/31/22 start date -10hrs/mo -0hrs during trading hours -race car ownership and operation 2. Legacy Venture Group LLC,Is Not Investment Related,"111 Town Square Pl Ste 1238, , Jersey City, NJ, 70310, United States",Manages bills and expenses,Sole Member,12/28/2024,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,Manage bills and expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
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