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RIA / WealthAdvisor13 years in industry

Kyle James Hickey

Advisor at JAMESON & GRIFFIN FINANCIAL

WESTERVILLE, OH

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Search this name across graphsid dfx:ria:1814bfe0-005a-d75d-3524-1d75629af717

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 24, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JAMESON & GRIFFIN FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 15, 2021
First registration: Oct 24, 2016
Dual registered: no
Other names: KYLE J HICKEY
IAPD individual key: 6229797

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JAMESON & GRIFFIN FINANCIAL	State registered	Jan 9, 2025	n/a	yes	WESTERVILLE, OH	Current employment
JAMESON & GRIFFIN FINANCIAL	State registered	Oct 24, 2024	Dec 31, 2024	no	WESTERVILLE, OH	Previous registration
PRIVATE CLIENT SERVICES, LLC	Bd affiliated wealth	Mar 17, 2023	Nov 11, 2024	no	Westerville, OH\|Westerville, OH\|Appleton, WI	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Nov 18, 2021	Mar 17, 2023	no	DUBLIN, OH	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Oct 30, 2020	Oct 15, 2021	no	WORTHINGTON, OH	Previous registration
EVERHART ADVISORS	Independent wealth	Oct 24, 2016	Apr 20, 2020	no	DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE CLIENT SERVICES, LLC	JAMESON & GRIFFIN FINANCIAL	Nov 11, 2024	Oct 24, 2024	-18	Firm change	Ibd to state RIA
MML INVESTORS SERVICES, LLC	PRIVATE CLIENT SERVICES, LLC	Mar 17, 2023	Mar 17, 2023	0	Firm change	Ibd to ibd
FSC SECURITIES CORPORATION	MML INVESTORS SERVICES, LLC	Oct 15, 2021	Nov 18, 2021	34	Firm change	Ibd to ibd
EVERHART ADVISORS	FSC SECURITIES CORPORATION	Apr 20, 2020	Oct 30, 2020	193	Firm change	RIA to ibd

Relationships

Registered with (5)

→ JAMESON & GRIFFIN FINANCIALRegistered adviserregistration: previous registration
Oct 24, 2024 to Dec 31, 2024factForm ADV
→ PRIVATE CLIENT SERVICES, LLCRegistered adviserregistration: previous registration
Mar 17, 2023 to Nov 11, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Nov 18, 2021 to Mar 17, 2023factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 30, 2020 to Oct 15, 2021factForm ADV
→ EVERHART ADVISORSRegistered adviserregistration: previous registration
Oct 24, 2016 to Apr 20, 2020factForm ADV

Dated events

Occurred
Nov 11, 2024
Advisor changed firm
Kyle James Hickey left Private Client Services, Llc for Jameson & Griffin Financial (registered 2024-10-24)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2023
Advisor changed firm
Kyle James Hickey left Mml Investors Services, Llc for Private Client Services, Llc (registered 2023-03-17)
Form ADVobserved 6 days ago