Administration & Commissions
The Adminstration & Commissions Team is here to answer questions and help with back-office tasks. Our Administrative professionals facilitate advances and other out-of-cycle payments and help you resolve IT issues. Our Commissions professionals help facilitate advisor commissions and answer payout questions or concerns
- Administration and approval of advances, bonuses or out-of-cycle commission payments.
- Email and related issues
- Communication, Cybersecurity, and IT issues
Commissions - Payout
- General information and direction
Not sure where to start? Email Jeff McCullough, Director of Administration & Advisor Services: jmccullough@kingswoodus.com
Team Directory
Jeff McCullough
jmccullough@kingswoodus.com
470-607-0923
Specialties: Questions regarding commissions or fees
Tinahia Sadler
tsadler@kingswoodus.com
470-657-0761
Specialties: Daily commisions pricing
Carlos Yearwood
cyearwood@kingswoodus.com
470-607-0926
Specialities: Oversees the Commissions team
Third Party Partnerships
We work with several third-party vendors to help your back office run smoothly. If you have questions about any of them and how they can help your firm, please contact the operations team.
Company: Artisan Software/Repetoire
Service Provided: View commission statements and run reports for clients/trades/expenses.
Log-in Page: https://kwus.reps.artisansoftware.com/Account/Login
Who to Contact for Help: Kingswood - Carlos Yearwood.
cyearwood@kingswoodus.com | 678-612-9483
How to access: Kingswood establishes access after you are onboarded
Company: BillFin (Redi2 Technologies)
Services Provided: Data Aggregation used for Billing advisory clients
Log-in Page: https://www.redi2.com/billfin/
Who to Contact for Help: Kingswood - Nicki English
nenglish@kingswoodus.com | 858-649-1335
How to Access:
Company: Adhesion Wealth
Services Provided: Managed Account Platform across multiple custodians
Log-in Page: https://ap1.adhesionwealth.com/Login.aspx?ReturnUrl=%2fHome.aspx
Who to Contact for Help: Kingswood - Nicki English
nenglish@kingswoodus.com | 858-649-1335
How to Access: Contact Nicki English to schedule a demo with Adhesion.
Company: Orion Advisor Technology
Services Provided: Data Aggregation used for client reporting, models, and trading, etc.
Log-in Page: https://api.orionadvisor.com/orionconnectapp/#/main
Who to Contact for Help: Kingswood - Nicki English
nenglish@kingswoodus.com | 858-649-1335
How to Access: Contact Nicki English to schedule a demo with Orion.
Company: CircleBlack
Services Provided: Data Aggregation used for portfolio management and performance reporting.
Log-in Page: https://advisor-rbcblack.circleblack.com/login
Who to Contact for Help: Kingswood
Brittany Jones bjones@kingswoodus.com
Nicki English nenglish@kingswoodus.com
How to Access: Contact Brittany Jones or Nicki English
Company: Albridge Data & Reporting Solutions
Services Provided: Data aggregation used for consolidated portfolio and performance reporting.
Log-in Page: https://www4.mainaccount.com/rias/
Who to Contact for Help: Kingswood
Brittany Jones bjones@kingswoodus.com
Nicki English nenglish@kingswoodus.com
How to Access: Contact Brittany Jones or Nicki English