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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

KYLE LEIKAM

Advisor at SILVER GROVE ADVISORY SERVICES

ORCHARD PARK, NY

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Search this name across graphsid dfx:ria:1c82f7ad-12a7-41bd-1dfd-63b22f5c0d7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2011 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: SILVER GROVE ADVISORY SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 6, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 6, 2011
First registration: Jan 21, 2011
Dual registered: yes, broker-dealer
Other names: KYLE A LEIKAM
IAPD individual key: 5865848

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
SILVER GROVE ADVISORY SERVICES	Independent wealth	Jul 11, 2023	n/a	yes	ORCHARD PARK, NY	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 25, 2019	Jul 12, 2023	no	JAMESTOWN, NY	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 1, 2016	Jun 26, 2019	no	HAMBURG, NY\|HAMBURG, NY\|ANGOLA, NY\|NORTH BOSTON, NY\|DERBY, NY\|HAMBURG, NY\|BUFFALO, NY	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jul 19, 2012	Nov 8, 2016	no	DUNKIRK, NY\|CASSADAGA, NY\|NORTH COLLINS, NY\|YORKSHIRE, NY\|BROCTON, NY\|FRANKLINVILLE, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 21, 2011	Jul 24, 2012	no	WILLIAMSVILLE, NY	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SILVER GROVE ADVISORY SERVICES	Jul 12, 2023	Jul 11, 2023	-1	Firm change	Wirehouse to RIA
LPL FINANCIAL LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 26, 2019	Jun 25, 2019	-1	Firm change	RIA to wirehouse
INVEST FINANCIAL CORPORATION	LPL FINANCIAL LLC	Nov 8, 2016	Nov 1, 2016	-7	Firm change	Other
EQUITABLE ADVISORS, LLC	INVEST FINANCIAL CORPORATION	Jul 24, 2012	Jul 19, 2012	-5	Firm change	Other

Relationships

Registered with (5)

→ SILVER GROVE ADVISORY SERVICESRegistered adviserregistration: current employment
Jul 11, 2023 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 25, 2019 to Jul 12, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 1, 2016 to Jun 26, 2019factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jul 19, 2012 to Nov 8, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 21, 2011 to Jul 24, 2012factForm ADV

Dated events

Occurred
Jul 12, 2023
Advisor changed firm
Kyle Leikam left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Silver Grove Advisory Services (registered 2023-07-11)
Form ADVobserved 5 days ago