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Donald Irving Kuhs Jr

Investment Adviser Representative at Kingswood Wealth Advisors, LLC

Austin, TXCRD #726678Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Donald Irving Kuhs is an investment adviser representative with Kingswood Wealth Advisors, LLC in Austin, TX, where they have been registered since 2021. They have worked in the securities industry since 1981 and have been registered with 3 firms, including Integrated Financial Planning Center, LLC and Royal Alliance Associates, Inc. They have passed 6 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado, Connecticut, New Hampshire, North Carolina, Ohio, South Carolina, and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Connecticut, New Hampshire, North Carolina, Ohio, South Carolina, Texas
Broker:
17 states and territories

Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nevada, North Carolina, North Dakota, Ohio, Oregon, South Carolina, Texas, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/26/1981
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/21/1981
Series 53
Municipal Securities Principal Examination
Passed 3/31/2003
Series 24
General Securities Principal Examination
Passed 7/11/1983

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kingswood Wealth Advisors, LLCCurrent
12/8/2021 – Austin, TX
Kingswood Capital Partners, LLCCurrent
12/8/2021 – Austin, TX
Integrated Financial Planning Center, LLC
5/20/2021 – 12/5/2022Austin, TX
Royal Alliance Associates, Inc.
11/19/1989 – 12/3/2021Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Royal Alliance Associates, Inc.
    Nov 1989 – Dec 2021Austin, TX
  2. Integrated Financial Planning Center LLC
    Jan 2021 – no end date reportedAustin, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Kingswood Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$100,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
120
Offices listed on AdvisorFinder:
44
Main office:
San Diego, CA
SEC file number:
801-110755

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Irving Kuhs Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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