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Advisor at KINGSWOOD WEALTH ADVISORS, LLC
Watkinsville, GA
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 2, 2024 | n/a | yes | Watkinsville, GA | Current employment |
| EUDAIMONIA PARTNERS, LLC | Former SEC adviser | Sep 15, 2016 | Apr 2, 2025 | no | Athens, GA|WINCHESTER, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 17, 2011 | Sep 14, 2016 | no | ATHENS, GA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Feb 10, 2011 | no | Athens, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 20, 2007 | Jun 1, 2009 | no | ATHENS, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA PARTNERS, LLC | KINGSWOOD WEALTH ADVISORS, LLC | Apr 2, 2025 | Jul 2, 2024 | -274 | 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 | Feb 10, 2011 | Feb 17, 2011 | 7 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283884:288792:TN:2025-04-02 | Apr 2, 2025 | Jul 2, 2024 | WINCHESTER, TN | Firm change after gap |
| 11025:283884:GA:2016-09-14 | Sep 14, 2016 | Sep 15, 2016 | ATHENS, GA | Firm change |