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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
San Diego, CA • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 11/2017 | 08/2026 |
| Hornblower Cruises And Events | San Diego | CA | 06/2015 | 05/2017 |
| Unemployed | Spring Valley | CA | 06/2017 | 11/2017 |
| Kingswood Capital Partners | San Diego | CA | 08/2026 | Present |
| Kingswood Wealth Advisors | San Diego | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
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