Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Tyler T. BashawLake Worth, FL | Kingswood Wealth Advisors, LLC | Adviser and broker | – | Atlas | 2007 |
| 2Douglas E. DortClearwater, FL | Kingswood Wealth Advisors, LLC | Adviser and broker | – | Atlas | 2007 |
| 3Nelson E. DortClearwater, FL | Kingswood Wealth Advisors, LLC | Adviser only | – | Atlas | 2022 |
| 4Svitlana S. KyrukhinaBoca Raton, FL | Kingswood Wealth Advisors, LLC | Adviser and broker | – | Atlas | 2015 |
| 5Stacey L. LavenderCasselberry, FL | G. A. Repple & Company +1 more | Adviser and broker | – | Atlas | 2005 |
| 6John F. LongmanMiami Shores, FL | Kingswood Wealth Advisors, LLC | Adviser and broker | – | Atlas | 2001 |
| 7Elizabeth C. NeumanWest Palm Beach, FL | Kingswood Wealth Advisors, LLC | Adviser and broker | – | Atlas | 2011 |
| 8Anna E. SchoorPensacola, FL | Kingswood Wealth Advisors, LLC | Adviser and broker | – | Atlas | 2008 |
| 9Paul L. SterzingerWinter Park, FL | Kingswood Wealth Advisors, LLC | Adviser and broker | CFP | Atlas | 2012 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.