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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-14 |
| MN | RA | APPROVED | 2022-11-03 |
| WA | RA | APPROVED | 2022-11-03 |
| CA | RA | APPROVED | 2022-10-31 |
Branch Locations
280 E Hamilton Ave Suite G, Campbell, CA 95008 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Valley Securities, Inc. | San Jose | CA | 09/1995 | 07/2018 |
| Cantella & Co., Inc. | Boston | MA | 07/2018 | 10/2022 |
| Kingswood Capital Partners, Llc | San Jose | CA | 10/2022 | Present |
| Kingswood Wealth Advisors, Llc | San Jose | CA | 10/2022 | Present |
Bay Area Sports Officials, Not investment related, 1821 S Bascom #368 Campbell, Ca. 95008, high school sports officiating, Umpire, 2/1/23, 20 hours devoted/month, 0 trading/hours, Umpire high school and summer league baseball 2. NHFS,Is Not Investment Related,"291Leveland #B, , Modesto, CA, 95350, United States",high school baseball,umpire,2/4/2025,20 hours per month,0 hours per month during trading hours,Fee Based Compensation,umpire high school baseball in the spring from February to June approximately 3 games per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-04 |
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