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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

Kyle M Lonsinger

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL | Wesley Chapel, FL

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Search this name across graphsid dfx:ria:2676dfe7-0b22-5b6d-5526-9e8c82d5eff3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 5, 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: ACCURATE WEALTH MANAGEMENT, LLC
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: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 30, 2016
First registration: Oct 5, 2016
Dual registered: yes, broker-dealer
Other names: KYLE McQuaide LONSINGER|Kyle M Lonsinger|Kyle Lonsinger
IAPD individual key: 6698207

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
ACCURATE WEALTH MANAGEMENT, LLC	Independent wealth	Jun 20, 2024	n/a	yes	Wesley Chapel, FL\|WESLEY CHAPEL, FL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 17, 2023	Jun 24, 2024	no	LAND O LAKES, FL\|Land O Lakes, FL\|SAN DIEGO, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 30, 2020	Jun 16, 2023	no	SEWICKLEY, PA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 14, 2019	Mar 24, 2020	no	Pittsburgh, PA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 14, 2019	Mar 24, 2020	no	Pittsburgh, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 30, 2018	Jan 15, 2019	no	MONROEVILLE, PA\|SAN DIEGO, CA\|PITTSBURGH, PA	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	Oct 5, 2016	Jan 30, 2018	no	MONROEVILLE, PA\|BERLIN, PA	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
LPL FINANCIAL LLC	ACCURATE WEALTH MANAGEMENT, LLC	Jun 24, 2024	Jun 20, 2024	-4	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Jun 16, 2023	Jul 17, 2023	31	Firm change	Wirehouse to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Mar 24, 2020	Jan 14, 2019	-435	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 24, 2020	Jan 14, 2019	-435	Channel change	Other
LPL FINANCIAL LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 15, 2019	Jan 14, 2019	-1	Firm change	RIA to RIA
NATIONWIDE SECURITIES, LLC	LPL FINANCIAL LLC	Jan 30, 2018	Jan 30, 2018	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11173:6413:PA:2018-01-29	Jan 30, 2018	Jan 30, 2018	BERLIN, PA	Firm change

Relationships

Registered with (6)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 20, 2024 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 17, 2023 to Jun 24, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 30, 2020 to Jun 16, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 14, 2019 to Mar 24, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 14, 2019 to Mar 24, 2020factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
Oct 5, 2016 to Jan 30, 2018factForm ADV

Dated events

Occurred
Jun 24, 2024
Advisor changed firm
Kyle M Lonsinger left Lpl Financial Llc for Accurate Wealth Management, Llc (registered 2024-06-20)
Form ADVobserved 6 days ago
Occurred
Jun 16, 2023
Advisor changed firm
Kyle M Lonsinger left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Lpl Financial Llc (registered 2023-07-17)
Form ADVobserved 6 days ago