Kingswood Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

288792

SEC number

801-110755

Firm type

RIA

Assets under management

$3.8B as of May 26, 2026

Website

www.kingswoodus.com ↗

Phone

800-535-6981

Address

11440 W. Bernardo Court, San Diego, CA, 92127

Advisors at this firm

106 in our index · page 1 of 3

• Mohamed A AlsoraimiCRD 5319490 · San Diego, CA
  IA RegisteredBroker
• Norman Lee AndersonCRD 843908 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Dean T AntonopoulosCRD 2249353 · Carmel, IN
  IA RegisteredBroker
• Tyler Thomas BashawCRD 4922569 · Lake Worth, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Dayna Lynn BirkleyCRD 5308321 · Santa Barbara, CA
  IA RegisteredBroker
• John Norman BlissCRD 4463782 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Conrad Kenneth BransonCRD 2939162 · Kentfield, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher S BrownCRD 5859612 · Franklin, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Lacey E ButeynCRD 4420482 · Plano, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian BrakerCRD 8160432 · Roseville, CA
  IA RegisteredBroker
• James Andrew BucknerCRD 5879088 · Athens, GA
  IA RegisteredRegistration inactive
• Eric Alexander CardenasCRD 2278954 · Redondo Beach, CA
  IA RegisteredBroker
• Michelle L CavalleroCRD 4390648 · Roseville, CA
  IA RegisteredBroker
• Mark Clayton ChristensonCRD 2185958 · Watkinsville, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven George CollinsCRD 1587182 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Allan CooleyCRD 2342178 · Franklin, TN
  IA RegisteredBroker
• Richard Hardy DawkinsCRD 2398555 · Watkinsville, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Leonard DefrezeCRD 1051820 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kim DesioCRD 4698109 · Wall, NJ
  IA RegisteredBroker
• Brian Michael DixonCRD 4567985 · Nashville, TN
  IA RegisteredBroker
• Christopher Thomas DoyleCRD 1689525 · Suffolk, VA
  IA RegisteredBroker
• John Francis DolanCRD 1240315 · Mahwah, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas E DortCRD 2892471 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Nelson E DortCRD 5386174 · Clearwater, FL
  IA Registered
• Nicole Marie EnglishCRD 5015793 · San Diego, CA
  IA RegisteredBroker
• Jeffrey Allen FalkeCRD 2659800 · Hartwell, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• William Stuart FinnieCRD 4221287 · Suwanee, GA
  IA RegisteredBroker
• Blake Ryan FowlerCRD 6488551 · Canton, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Renee Grace FaisonCRD 2197915 · Foothill Ranch, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Douglas FosterCRD 7341425 · Manhattan Beach, CA
  IA RegisteredRegistration inactive
• Gary G GarciaCRD 5027185 · Tampa, FL
  IA RegisteredBroker
• John Currier GoodsonCRD 2265477 · Winchester, TN
  IA RegisteredBroker
• Bruce Ira GreenbergCRD 2638679 · White Plains, NY
  IA RegisteredBroker
• Schuyler E GreyCRD 1131933 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Edwards GrimmCRD 2702276 · Waxhaw, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Judson Harris GeeCRD 2453009 · Charlotte, NC
  IA RegisteredBroker
• Alec Lane GoldbergCRD 7121534 · New Britain, PA
  IA RegisteredBroker
• Grant Wheeler GoldbergCRD 7853823 · Dalton, GA
  IA RegisteredBroker
• Han GuCRD 6863727 · Miami, FL
  IA RegisteredBroker
• Ricardo Eduardo HarmsenCRD 2011149 · Saint Helena Island, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Ramiro HerreraCRD 6735530 · San Diego, CA
  IA RegisteredBroker
• Derek Brian HerzerCRD 6979321 · Waxhaw, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Frank Florez HsinCRD 4131005 · Santa Barbara, CA
  IA RegisteredBroker
• Adnan Hamid HussainCRD 2021482 · Fresno, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael HakeremCRD 2601339 · Raleigh, NC
  IA Registered
• Jeffrey Layne JohnsonCRD 2950119 · Nashville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Kalyan KaviliCRD 5511974 · Wesley Chapel, FL
  IA RegisteredBroker
• Donald Irving KuhsCRD 726678 · Austin, TX
  IA RegisteredBroker
• Eduard KazatskyCRD 6859097 · New York, NY
  IA RegisteredBroker
• Matthew LandCRD 4393252 · Dalton, GA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.