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Scott Elliott Poore

Investment Adviser Representative at Kingswood Wealth Advisors, LLC

Memphis, TNCRD #3067900Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
3

Professional summary

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

Scott Elliott Poore is an investment adviser representative in Memphis, TN, currently registered with Kingswood Wealth Advisors, LLC and Eudaimonia Asset Management, LLC. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Eudaimonia Advisors LLC and B Riley Wealth Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.

Office

6263 Poplar Ave, Ste 515
Memphis, TN 38119

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/31/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/6/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kingswood Wealth Advisors, LLCCurrent
7/17/2024 – Memphis, TN
Eudaimonia Asset Management, LLCCurrent
12/21/2022 – Memphis, TN
Eudaimonia Advisors LLC
9/24/2019 – 3/13/2025Memphis, TN
B Riley Wealth Management
5/10/2012 – 9/24/2019Memphis, TN
Morgan Keegan & Company, Inc.
2/2/2009 – 5/9/2012Memphis, TN

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. B. Riley Wealth Management, Inc.
    May 2012 – Sep 2019Memphis, TN
  2. Eudaimonia Advisors LLC
    Sep 2019 – no end date reportedMemphis, TN
  3. Kingswood Wealth Advisors
    Jul 2024 – no end date reportedMemphis, TN

Official records & sources

Data as of August 9, 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

Other advisors at Kingswood Wealth Advisors, LLC

Showing 12 of 120 in the directory

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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. Scott Elliott Poore 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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Scott Elliott Poore (Kingswood Wealth Advisors)