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Advisor at KINGSWOOD WEALTH ADVISORS, LLC
Franklin, 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 |
|---|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | Bd affiliated wealth | Jun 23, 2025 | n/a | yes | Franklin, TN | Current employment |
| EUDAIMONIA PARTNERS, LLC | Former SEC adviser | Jan 4, 2022 | Apr 2, 2025 | no | Franklin, TN|Franklin, TN|WINCHESTER, TN | Previous registration |
| GUARDIAN STRATEGIC WEALTH PLANNERS | n/a | Feb 21, 2019 | Oct 27, 2022 | no | FRANKLIN, TN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 12, 2011 | Mar 18, 2020 | no | FRANKLIN, TN|LAKEWAY, TX|FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA PARTNERS, LLC | KINGSWOOD WEALTH ADVISORS, LLC | Apr 2, 2025 | Jun 23, 2025 | 82 | Firm change | RIA to ibd |
| GUARDIAN STRATEGIC WEALTH PLANNERS | EUDAIMONIA PARTNERS, LLC | Oct 27, 2022 | Jan 4, 2022 | -296 | Firm change after gap | Other |
| LPL FINANCIAL LLC | GUARDIAN STRATEGIC WEALTH PLANNERS | Mar 18, 2020 | Feb 21, 2019 | -391 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283884:288792:TN:2025-04-02 | Apr 2, 2025 | Jun 23, 2025 | WINCHESTER, TN | Firm change |