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Emily E. Delashmit

KINGSWOOD CAPITAL PARTNERS
Germantown, TN 38138
Some features on this profile are disabled
CRD#: 4979272
ED

Professional summary

Emily Elaine Delashmit is a registered financial professional currently at KINGSWOOD CAPITAL PARTNERS, LLC located in Germantown, Tennessee.

Emily is registered as a RR (Registered Representative) and started their career in finance in 2005. Emily has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Emily Elaine Delashmit's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 29, 2025 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 1730 S. Germantown Road Suite 224, Germantown, TN 38138
BD
CRD#: 288898
Germantown, TN
Past

April 22, 2022 - August 21, 2025

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
MEMPHIS, TN
Past

December 13, 2006 - December 23, 2014

ICBA SECURITIES

BD
CRD#: 24088
MEMPHIS, TN
Past

December 6, 2006 - April 22, 2022

VINING-SPARKS IBG, LLC

BD
CRD#: 27502
MEMPHIS, TN
Past

September 27, 2005 - December 12, 2006

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

BD
CRD#: 6950
MEMPHIS, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/29/2025)
RR
Arizona
(7/29/2025)
RR
Arkansas
(7/29/2025)
RR
California
(7/29/2025)
RR
Florida
(7/29/2025)
RR
Georgia
(7/29/2025)
RR
Kentucky
(7/29/2025)
RR
Louisiana
(7/31/2025)
RR
Mississippi
(7/29/2025)
RR
Missouri
(7/29/2025)
RR
New York
(7/29/2025)
RR
South Carolina
(7/29/2025)
RR
Tennessee
(7/29/2025)
RR
Texas
(7/29/2025)
RR
Virginia
(7/29/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/14/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

KC
KINGSWOOD CAPITAL PARTNERS, LLC
CHALICE CAPITAL PARTNERS, LLC | KINGSWOOD INVESTMENTS | KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898 / SEC#: , 8-69967

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
11440 W. Bernardo Ct. Suite 300, San Diego, CA 92127
Mailing Address
126 E 56th Suite 3l, New York, NY 10022
Phone number
(800) 535-6981
Established
Nevada since 10/26/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KINGSWOOD US, LLCMEMBER
ALSORAIMI, MOHAMEDCCO5319490
GOLDEN, JAIME GALIONEPRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS2946822
NESSIM, MICHAEL HASKELCEO2573543
PITKOFF, DAVID JONATHANCFO2822280
RAYEVSKIY, VALERIY PCOO5788810
ROMERO, MONIQUE VICTORIAFINOP6712654
WILDER, JEREMY MATHEWCHIEF LEGAL OFFICER7080690

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898Germantown, TN 38138

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