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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 | Jul 8, 2024 | n/a | yes | Franklin, TN | Current employment |
| EUDAIMONIA PARTNERS, LLC | Former SEC adviser | May 9, 2022 | Apr 2, 2025 | no | Franklin, TN|WINCHESTER, TN | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | May 23, 2022 | no | FRANKLIN, TN|Franklin, TN | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Mar 31, 2004 | Jan 2, 2009 | no | FRANKLIN, TN | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Mar 7, 2000 | Jun 26, 2003 | no | ROSWELL, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA PARTNERS, LLC | KINGSWOOD WEALTH ADVISORS, LLC | Apr 2, 2025 | Jul 8, 2024 | -268 | Firm change after gap | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | EUDAIMONIA PARTNERS, LLC | May 23, 2022 | May 9, 2022 | -14 | Firm change | Ibd to RIA |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |
| VOYA FINANCIAL ADVISORS, INC. | RAYMOND JAMES FINANCIAL SERVICES, INC. | Jun 26, 2003 | Mar 31, 2004 | 279 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283884:288792:TN:2025-04-02 | Apr 2, 2025 | Jul 8, 2024 | WINCHESTER, TN | Firm change after gap |