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Advisor at KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO, CA | Lake Worth, FL
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 30, 2021 | n/a | yes | Lake Worth, FL|SAN DIEGO, CA | Current employment |
| BENCHMARK ADVISORY SERVICES, LLC | No RAUM reported | Jul 30, 2021 | Dec 31, 2022 | no | Lake Worth, FL|SAN DIEGO, CA | Previous registration |
| Osotoro | n/a | Mar 10, 2017 | Dec 31, 2018 | no | LAKE WORTH, FL | Previous registration |
| NFSG CORPORATION | Bd affiliated wealth | Sep 17, 2015 | May 4, 2021 | no | BOCA RATON, FL | Previous registration |
| Avalon | State registered | Feb 20, 2015 | Jun 16, 2015 | no | BOCA RATON, FL | Previous registration |
| GUNNALLEN FINANCIAL, INC | n/a | Sep 5, 2007 | Nov 10, 2008 | no | BOCA RATON, FL | Previous registration |
| GUNNALLEN FINANCIAL, INC | n/a | Jul 24, 2007 | Aug 6, 2007 | no | WELLINGTON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENCHMARK ADVISORY SERVICES, LLC | KINGSWOOD WEALTH ADVISORS, LLC | Dec 31, 2022 | Jul 30, 2021 | -519 | Firm change after gap | RIA to RIA |
| NFSG CORPORATION | Osotoro | May 4, 2021 | Mar 10, 2017 | -1,516 | Firm change after gap | Other |
| Osotoro | BENCHMARK ADVISORY SERVICES, LLC | Dec 31, 2018 | Jul 30, 2021 | 942 | Firm change after gap | Other |
| Avalon | NFSG CORPORATION | Jun 16, 2015 | Sep 17, 2015 | 93 | Firm change | Other |
| GUNNALLEN FINANCIAL, INC | Avalon | Nov 10, 2008 | Feb 20, 2015 | 2,293 | Firm change after gap | Other |