Kalyan Kavili is a registered investment advisor, based in San Diego, CA, with 17 years of industry experience.
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
May 2023 - Present · 3 yrs
Kingswood Capital Partners, LLC
May 2023 - Present · 3 yrs
Kingswood Wealth Advisors, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Benchmark Investments, LLCBroker
May 2021 - May 2023 · 2 yrs
Benchmark Advisory Services, LLC
May 2021 - January 2022 · 8 mos
Ameriprise Financial Services, LLC
September 2015 - May 2021 · 5 yrs 8 mos
Ameriprise Financial Services, LLCBroker
August 2015 - May 2021 · 5 yrs 9 mos
Jhs Capital Advisors, LLCBroker
March 2013 - August 2015 · 2 yrs 5 mos
Nsm Securities, INC.Broker
April 2008 - February 2013 · 4 yrs 10 mos
State Registrations22 states
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Exams
No exam information available for this advisor.