Donald Irving Kuhs JR | Financial Professional | Austin, Texas | KINGSWOOD WEALTH ADVISORS, LLC

Professional summary

Donald Irving Kuhs JR is a registered financial advisor currently at KINGSWOOD WEALTH ADVISORS, LLC located in Austin, Texas and KINGSWOOD CAPITAL PARTNERS, LLC located in Austin, Texas.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Donald has worked at 5 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. DON KUHS DBA INTEGRATED FINANCIAL PLANNING CENTER, INVESTMENT RELATED, 1015 BEECAVE WOODS DRIVE #100, AUSTIN TX 78746. OWNER SINCE 1977, 1 HRS/MTH, NO HRS/DST. INSURANCE - SALES AND SERVICES OF LIFE, HEALTH AND DISABILITY, LONG TERM CARE INSURANCE; 3. DON KUHS DBA INTEGRATED FINANCIAL PLANNING CENTER, INVESTMENT RELATED, 1015 BEECAVE WOODS DRIVE #100, AUSTIN TX 78746. ADVISOR, SINCE 1982, 40 HRS/MTH, 20 HRS/DST. INDEPENDENT REGISTERED INVESTMENT ADVISOR - EDUCATIONAL SEMINARS FINANCIAL PLANNING. 4. DON KUHS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1982 ADDRESS: 208 West Blanco Bend Drive, Wimberley TX 78676, United States DESCRIPTION: I own rental real estate properties that I operate as landlord 5. DON KUHS, SALES AGENT LEGAL SHIELD/PRE PAID LEGAL SERVICES POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 ADDRESS: 1015 Beecave Woods Dr. #100, Austin TX 78746, United States DESCRIPTION: Pre Paid Legal sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Irving Kuhs JR'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

December 8, 2021 - Present

KINGSWOOD WEALTH ADVISORS, LLC

Office #1: 1015 Beecave Woods Dr Suite100, Austin, TX 78676

RIA

CRD#: 288792

Austin, TX

Current

December 8, 2021 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 901 South Mopac Expressway Bldg 1 Suite 300, Austin, TX 78746

BD

CRD#: 288898

Austin, TX

Past

May 20, 2021 - December 5, 2022

INTEGRATED FINANCIAL PLANNING CENTER, LLC

RIA

CRD#: 113163

AUSTIN, TX

Past

November 19, 1989 - December 3, 2021

OSAIC WEALTH, INC.

RIA

CRD#: 23131

AUSTIN, TX

Past

November 19, 1989 - December 3, 2021

OSAIC WEALTH, INC.

BD

CRD#: 23131

AUSTIN, TX

Past

March 23, 1981 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KW

KINGSWOOD WEALTH ADVISORS, LLC

CRD#: 288792 / SEC#: 801-110755

RIA

Registered Investment Advisory firm - (7/3/2017 Approved)

Arizona

Registered Investment Advisory firm - (1/31/2018 Terminated)

District of Columbia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Maryland

Registered Investment Advisory firm - (3/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (1/26/2018 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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
(12/8/2021)

RR

California
(12/8/2021)

RR

Colorado
(12/8/2021)

IAR

Colorado
(3/7/2022)

IAR

Connecticut
(1/18/2022)

RR

Florida
(12/8/2021)

RR

Georgia
(2/17/2022)

RR

Illinois
(12/8/2021)

RR

Indiana
(12/8/2021)

RR

Maryland
(12/8/2021)

RR

Massachusetts
(11/25/2022)

RR

Nevada
(12/8/2021)

IAR

New Hampshire
(1/28/2022)

IAR

North Carolina
(2/2/2023)

RR

North Carolina
(9/27/2023)

RR

North Dakota
(12/8/2021)

RR

Ohio
(12/8/2021)

IAR

Ohio
(3/9/2022)

RR

Oregon
(12/8/2021)

RR

South Carolina
(12/8/2021)

IAR

South Carolina
(2/7/2023)

RR

Texas
(12/8/2021)

IAR

Texas
(12/8/2021)

RR

Washington
(12/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

Series 63

Date: 3/26/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 3/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 53

Date: 3/31/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

RR

Series 24

Date: 7/11/1983

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

KW

KINGSWOOD WEALTH ADVISORS, LLC

CRD#: 288792 / SEC#: 801-110755

RIA

Registered Investment Advisory firm - (7/3/2017 Approved)

Arizona

Registered Investment Advisory firm - (1/31/2018 Terminated)

District of Columbia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Maryland

Registered Investment Advisory firm - (3/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (1/26/2018 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

11440 W. Bernardo Court Suite 300, San Diego, CA 92127

Mailing Address

126 E 56th Suite 3l, New York, NY 10022

Phone number

(800) 535-6981

Established

Firm type

Fiscal year end

# of Employees

80

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 (3/26/2025)

WRAP FEE PROGRAM BROCHURE - MARCH 28 2024 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,250
AUM (Assets Under Management)	$ 2,470,940,336

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.

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Advisor Monitoring

Firm Stability Insights

Donald I. Kuhs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Irving Kuhs JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

INTEGRATED FINANCIAL PLANNING CENTER, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

KINGSWOOD WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/26/1981

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/21/1981

Series 53

Date: 3/31/2003

Series 24

Date: 7/11/1983

FINRA

Current Firm

KINGSWOOD WEALTH ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSWOOD WEALTH ADVISORS, LLC

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