Stacey Lynn Lavender

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Experience

12 years in the industry.

1. Kingswood Wealth ManagementFeb 2026 to now
2. Opencash Securities, LLCJan 2026 to now
3. Kingswood Wealth Advisors, LLCFeb 2025 to now
4. Exemplar Capital, LLCFeb 2025 to now
5. G. A. Repple & CompanyApr 2024 to now
6. Compliers Consulting ServicesMay 2021 to now
7. Sequence Financial Specialists LLCJan 2019 to now
8. Sllm-inc./ccsJan 2018 to now
9. Kingswood Capital Partners, LLCFeb 2025 to Jun 2026
10. Quoin Capital LLCFeb 2025 to Feb 2026
11. Bosonic SecuritiesFeb 2025 to Nov 2025
12. Level Four Advisory ServicesDec 2021 to Jan 2025
13. Ftx CapitalMay 2021 to Jan 2023
14. My Wall StreetMay 2021 to Nov 2021
15. DalmoreFeb 2021 to Dec 2025
16. BenchmarkSep 2020 to Mar 2021
17. Palm TreeJun 2020 to Oct 2022
18. Peter Elish Investments SecuritiesJun 2020 to Nov 2021
19. Bw Network Securities LLCMay 2020 to May 2021
20. Securrency Securities, Inc.Apr 2020 to Sep 2022
21. Angellist Securities, LLCMar 2020 to Jun 2020
22. Greentiger Securities LLCJan 2020 to Aug 2022
23. Cherry Trading LLCNov 2019 to Jan 2023
24. Ifp Securities LLCMay 2018 to Apr 2020
25. Level Four Financial, LLCFeb 2018 to Jan 2025
26. Third Party Trade LLCJan 2018 to Mar 2018
27. Nms Capital Advisors, LLC dba Hb Securities LLCDec 2014 to Feb 2021
28. Nms Capital Asset Management, IncDec 2014 to May 2018

Exams passed

• Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (CA).

Kingswood Wealth Advisors, LLC

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

4365033

Firm CRD

288792