Winters, Kaili, Erin

C10

IAR CRD 6528334·Industry start 2020-01-05

Identity

Legal name

Winters, Kaili, Erin

CRD

6528334

NPN

—

Career

Previous employments

KINGSWOOD CAPITAL PARTNERS, LLC2024-06-17

OAKWOOD CAPITAL SECURITIES, INC.2024-01-11

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2020-01-05

Est. age

28

Age confidence

—

Est. birth year

1998

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

Executive Officer · 2.5% ownership

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

IAR · Executive Officer · 2.5% ownership