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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-10
WY RA APPROVED 2025-09-05
  • AZ RA
    APPROVED
    Since 2025-09-10
  • WY RA
    APPROVED
    Since 2025-09-05

Branch Locations

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

14362 N Frank Lloyd Wright Blvd #1000, Scottsdale, AZ 85260 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2023 09/2025
Self Employed Peoria AZ 08/2017 08/2019
Self Employed Mount Pleasent SC 02/2015 09/2023
Valley Cathedral Glendale AZ 11/2012 10/2016
Kingswood Capital Partner Peoria AZ 09/2025 Present
Kingswood Wealth Advisors Peoria AZ 09/2025 Present
  • 09/2023 → 09/2025
    St Louis, MO
  • 08/2017 → 08/2019
    Self Employed
    Peoria, AZ
  • 02/2015 → 09/2023
    Self Employed
    Mount Pleasent, SC
  • 11/2012 → 10/2016
    Valley Cathedral
    Glendale, AZ
  • 09/2025 → Present
    Kingswood Capital Partner
    Peoria, AZ
  • 09/2025 → Present
    Kingswood Wealth Advisors
    Peoria, AZ
Previous Registrations
  • 2024-05-16 → 2025-09-08
    St. Louis, MO
    Peoria, AZ
    Sun City West, AZ
Other Businesses

Stacey Price Notary Type of Business: Notary Desc: Estate Attorney has trust to deliver, he delivers the trust and discusses assets and outside money- Sets an appointment to discuss. Start Date: 8/2025 Liberty Wealth Management,Is Not Investment Related,"14362 N Frank Lloyd Wright Blvd #1000, , Scottsdale, AZ, 85260, United States",DBA,Agent - IAR,9/1/2025,10 hours per month,10 hours per month during trading hours,Commission Compensation,Contact Lead Generator from website and set up meetings with prospects Hours Per Month: 8 HRS City- State Peoria, AZ 3) Kroger,Is Not Investment Related,"6611 W Bell Rd, , glendalle, AZ, 85308, United States",grocery,E commerce,3/18/2026,35 hours per month,0 hours per month during trading hours,Hourly Compensation,take on line orders and fill orders for customers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-13
  • S66 Uniform Combined State Law Examination
    2024-05-13
Other Names
  • Don Price
  • Stacey Price

View on SEC IAPD

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