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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

GREGORY LEWIS STEPHENS

Advisor at KINGSWOOD WEALTH ADVISORS, LLC

Snellville, GA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:938d539b-6d65-dbd7-5fd7-db3222ec8dc4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 15, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 2, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 9
Exams: S66
First exam: Jun 2, 1998
First registration: Oct 15, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 2394057

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSWOOD WEALTH ADVISORS, LLC	Bd affiliated wealth	Jul 3, 2024	n/a	yes	SAN DIEGO, CA\|Snellville, GA	Current employment
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Sep 15, 2016	Apr 2, 2025	no	Snellville, GA\|WINCHESTER, TN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 14, 2010	Sep 14, 2016	no	DULUTH, GA\|ATHENS, GA\|SUWANEE, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 21, 2010	no	Cleveland, OH	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 24, 2005	Jun 1, 2009	no	CLEVELAND, OH\|CLEVELAND, OH	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Oct 15, 1999	Nov 3, 2005	no	PEPPER PIKE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EUDAIMONIA PARTNERS, LLC	KINGSWOOD WEALTH ADVISORS, LLC	Apr 2, 2025	Jul 3, 2024	-273	Firm change after gap	RIA to ibd
WELLS FARGO ADVISORS	EUDAIMONIA PARTNERS, LLC	Sep 14, 2016	Sep 15, 2016	1	Firm change	Wirehouse to new firm
MORGAN STANLEY	WELLS FARGO ADVISORS	Dec 21, 2010	Dec 14, 2010	-7	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
KEYBANC CAPITAL MARKETS INC.	CITIGROUP GLOBAL MARKETS INC.	Nov 3, 2005	Oct 24, 2005	-10	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283884:288792:TN:2025-04-02	Apr 2, 2025	Jul 3, 2024	WINCHESTER, TN	Firm change after gap
11025:283884:GA:2016-09-14	Sep 14, 2016	Sep 15, 2016	SUWANEE, GA	Firm change

Relationships

Registered with (6)

→ KINGSWOOD WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jul 3, 2024 to presentfactForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 15, 2016 to Apr 2, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 14, 2010 to Sep 14, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 21, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 24, 2005 to Jun 1, 2009factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Oct 15, 1999 to Nov 3, 2005factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
Gregory Lewis Stephens left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-03)
Form ADVobserved 4 days ago