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.

Current firm

KINGSWOOD WEALTH ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 18, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

23

Exams

S66

First exam

Nov 18, 2006

First registration

Jul 16, 2007

Dual registered

yes, broker-dealer

Other names

DOUGLAS DORT|DOUGLAS EDWARD DORT

IAPD individual key

2892471

Graph

RIA / Wealth Management

Canonical id

dfx:ria:937dc446-d9c4-c62f-8160-7a0fadfa7fa7

First observed

Jul 16, 2007

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.