Disclosure Generator

KWA
ADV2B Generator
DBA (Doing business as)
Today's Date *
Kingswood Start Date *
First Name *
Last Name *
Date of Birth *
CRD *
Phone Number *
Agent Address *
City *
State *
Zip Code *
Education History
Or check here if no degree received
Degree Type
Degree Title
School Name
Date Graduated
Employment history
Note: Please add your employment history in order from your last work previous to starting at Kingswood Capital Partners for the previous 5 years. Your employment at Kingswood Capital Partners will automatically be added to the history.
Most recent to oldest
In order that they are added
Title *
Company Name *
Start (mm/yyyy) *
End (mm/yyyy)
 
Add
Designations Optional
Registered For? *
Kingswood Capital Partner (Registered Representative)

Kingswood Advisors (Investment Advisor)

Did the rep have any disclosures? *
Yes
No
Other business activities? *
Yes
No