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Advisor at KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO, CA | New York, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | Bd affiliated wealth | Apr 29, 2024 | n/a | yes | New York, NY|SAN DIEGO, CA | Current employment |
| EDGE WEALTH MANAGEMENT, LLC | Independent wealth | Dec 1, 2021 | Apr 25, 2024 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDGE WEALTH MANAGEMENT, LLC | KINGSWOOD WEALTH ADVISORS, LLC | Apr 25, 2024 | Apr 29, 2024 | 4 | Firm change | RIA to ibd |