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Advisor at KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO, CA | Memphis, TN | WINCHESTER, TN
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 |
|---|---|---|---|---|---|---|
| EUDAIMONIA ASSET MANAGEMENT, LLC | Independent wealth | Mar 24, 2026 | n/a | yes | Memphis, TN|WINCHESTER, TN | Current employment |
| KINGSWOOD WEALTH ADVISORS, LLC | Bd affiliated wealth | Mar 24, 2026 | n/a | yes | SAN DIEGO, CA|Memphis, TN | Current employment |
| EUDAIMONIA ADVISORS LLC | Former SEC adviser | Sep 24, 2019 | Mar 13, 2025 | no | WINCHESTER, TN|Memphis, TN | Previous registration |
| B RILEY WEALTH MANAGEMENT | Former SEC adviser | May 10, 2012 | Sep 24, 2019 | no | Memphis, TN | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Feb 2, 2009 | May 9, 2012 | no | MEMPHIS, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA ADVISORS LLC | KINGSWOOD WEALTH ADVISORS, LLC | Mar 13, 2025 | Mar 24, 2026 | 376 | Firm change | RIA to ibd |
| B RILEY WEALTH MANAGEMENT | EUDAIMONIA ADVISORS LLC | Sep 24, 2019 | Sep 24, 2019 | 0 | Firm change | Ibd to new firm |
| MORGAN KEEGAN & COMPANY, LLC | B RILEY WEALTH MANAGEMENT | May 9, 2012 | May 10, 2012 | 1 | Firm change | Other |