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
Add
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
*
Please leave the End Date empty if you are still working there
Start (mm/yyyy)
*
End (mm/yyyy)
Add
Designations
Optional
Registered For?
*
Kingswood Capital Partner (Registered Representative)
Start Date
Kingswood Advisors (Investment Advisor)
Start Date
Did the rep have any disclosures?
*
Yes
No
Other business activities?
*
Yes
No
