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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-29 |
Branch Locations
906 Vista Dr Ste 100, Dalton, GA 30721 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dalton High School | Dalton | GA | 01/2014 | 05/2018 |
| University Of Georgia | Athens | GA | 05/2018 | 05/2023 |
| Medical Business Concepts Inc | Dalton | GA | 04/2020 | 06/2023 |
| Medical Business Concepts Inc | Dalton | GA | 07/2023 | Present |
| Dempsey Lord Smith, Llc | Rome | GA | 01/2024 | 11/2025 |
| Kingswood Capital Partners | Dalton | GA | 12/2025 | Present |
| Kingswood Wealth Advisors | Dalton | GA | 12/2025 | Present |
1. "Medical Business Concepts, Inc.",Is Not Investment Related,"906 Vista Dr Suite 100, , Dalton, GA, 307621, United States",CPA Consulting,CPA,4/1/2020,175 hours per month,120 hours per month during trading hours,Commission Compensation,I am a CPA at a consulting firm. Our base is medical practices. We help doctors run their businesses. We consult with them on a daily basis usually. We do the books and tax work. 2. Stern Investments LLC,Is Not Investment Related,"906 Vista Dr Suite 100, , Dalton, GA, 30677, United States",DBA Investment Advisory Firm,Advisor,3/1/2024,10 hours per month,10 hours per month during trading hours,Commission Compensation,DBA 3. Southern Benefit Counselors LLC,Is Not Investment Related,"906 Vista Dr Suite 100, , Dalton, GA, 30677, United States",Insurance/Benefits,Owner/Member,4/1/2025,15 hours per month,5 hours per month during trading hours,Commission Compensation,I work with a local firm to help administrate benefits to our clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
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