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.

Current firm

SOWELL MANAGEMENT

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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 4, 2020

First registration

Dec 22, 2020

Dual registered

no

Other names

KYLE EDWARD FITZGERALD|Kyle Fitzgerald

IAPD individual key

7272507

• Occurred

  Jul 30, 2025
  Advisor changed firm

  Kyle Fitzgerald left Northwestern Mutual Investment Services,Llc for Sowell Management (registered 2025-07-18)

  Form ADVobserved 6 days ago
• Occurred

  Mar 3, 2022
  Advisor changed firm

  Kyle Fitzgerald left Lpl Financial Llc for Genwealth Financial Advisors, Llc (registered 2021-01-20)

  Form ADVobserved 6 days ago
• Occurred

  Jan 31, 2022
  Advisor changed firm

  Kyle Fitzgerald left Genwealth Financial Advisors, Llc for Northwestern Mutual Investment Services,Llc (registered 2022-03-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:27837a25-05c2-437b-2a16-6d7a2b903e45

First observed

Dec 22, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.