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Operations

Operations Team

The Operations Team is here to help your back office run smoothly. Here are just a few of the many areas in which we work with you:

New Account Processing
Account Maintenance
Money Requests

Broker/Dealer Changes
Custodian System Access
Client Requests

Not sure where to start? Email Ashley Webb, Director of Operations: awebb@kingswoodus.com

Team Directory

Kingswood Headshots (3)

Meghan Autry

Sales Administrator

mautry@kingswoodus.com
470-657-0759
Specialties: day-to-day processing needs

J.Beudeker

Jennifer Beudeker

Operational Specialist

jbeudeker@kingswoodus.com
347-477-2702
Specialities: operational processing and DocuSign permissions

A.Carter

Aubrey Carter

Operations Specialist

acarter@kingswoodus.com
470-657-0758
Specialties: operational processing

N.English

Nikki English

Operations Manager

nenglish@kingswoodus.com
858-943-9955
Specialities: Manager, operational processing

B. Jones

Brittany Jones

Operations Specialist

bjones@kingswoodus.com
470-607-0925
Specialties: operational processing

V. Peters

Val Peters

Chief Operating Officer

vpeters@kingswoodus.com
212-422-4789
Specialities: Supervision of enterprise operations

A. Webb

Ashley Webb

Director of Operations

awebb@kingswoodus.com
470-607-0924
Specialties: Supervision of day-to-day operations and rep onboarding, RBC Access


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: RBC (Broker/Dealer)
Service Provided: Clearing Firm
Log-in Page: https://infoworks.rbc.com/
Who to Contact for Help: RBC
Training/Field Services - 800-949-0242
IT - 800-833-820-3276
How to Access: Kingswood establishes access for reps after you are onboarded

Company: Charles Schwab Advisor Services
Service Provided: RIA Clearing Firm
Log-in Page: https://si2schwabinstitutional.com
Who to Contact for Help: Charles Schwab Advisor Services at 800-647-5465
How to Access: Kingswood establishes access after you are onboarded

Company: RBC (RIA)
Services Provided: RIA
Log-in Page: https://advisorworks.rbc.com
Who to Contact for Help: RBC
Training/Field Services - 800-949-0242
IT: 833-820-3276
How to Access: Kingswood provides access after you are onboarded

maestro_logo_667_png_1-1

Company: Maestro
Services Provided: Workflow
Website: n/a - it is a system you download to your computer
Who to Contact for Help: TBD
How to Access: Kingswood will sign you up after you are onboarded

Company: DocuSign
Services Provided: Captures information & electronic signatures
Log-in Page: https://account.docusign.com
Who to Contact for Help: Kingswood - Jenn Beudeker, Operations Specialist
917-530-3470 | jbeudeker@kingswoodus.com
How to Access: Jenn will establish your account once you are onboarded.

Company: TD Ameritrade Institutional
Services Provided: RIA Clearing
Log-in Page: https://veoone.tdainistitutional.com/#!/auth/login
Who to Contact for Help: TDA Institutional at 800-400-6288 | independence@tdameritrade.com
How to Access: Kingswood will establish access once you are onboarded

raymond-james-logo

Company: Raymond James
Services Provided: B/D and RIA Clearing
Website: Please use the desktop app
Who to Contact for Help: TBD
How to Access: TBD

Company: WealthForge | Altigo
Services Provided: Alternative Investments Processing
Log-in Page: www.altigo.io
Who to Contact for Help: Altigo at clientsuccess@altigo.io OR
Douglas Blake at dblake@kingswoodus.com
How to Access: Kingswood will establish access if needed once you are onboarded