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Advisor at KINGSWOOD WEALTH ADVISORS, LLC
Decatur, GA | SAN DIEGO, CA
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 | Jul 1, 2024 | n/a | yes | SAN DIEGO, CA|Decatur, GA | Current employment |
| EUDAIMONIA PARTNERS, LLC | Former SEC adviser | Nov 1, 2016 | Apr 2, 2025 | no | Decatur, GA|WINCHESTER, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 26, 2010 | Oct 26, 2016 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Aug 18, 2005 | Jan 21, 2010 | no | ATLANTA, GA|STONE MOUNTAIN, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|DECATUR, GA|ATLANTA, GA|LITHONIA, GA|DECATUR, GA|DECATUR, GA|DECATUR, GA|DECATUR, GA|ATLANTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 18, 2004 | Jul 29, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA PARTNERS, LLC | KINGSWOOD WEALTH ADVISORS, LLC | Apr 2, 2025 | Jul 1, 2024 | -275 | Firm change after gap | RIA to ibd |
| WELLS FARGO ADVISORS | EUDAIMONIA PARTNERS, LLC | Oct 26, 2016 | Nov 1, 2016 | 6 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | WELLS FARGO ADVISORS | Jan 21, 2010 | Jan 26, 2010 | 5 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SUNTRUST INVESTMENT SERVICES, INC. | Jul 29, 2005 | Aug 18, 2005 | 20 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283884:288792:TN:2025-04-02 | Apr 2, 2025 | Jul 1, 2024 | WINCHESTER, TN | Firm change after gap |