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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Kyle Cline

Advisor at J.P. MORGAN SECURITIES LLC

Seattle, WA

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Search this name across graphsid dfx:ria:38bcceee-24e0-b53c-854b-19a55c16cf17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: May 15, 2020 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: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 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: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Oct 31, 2019
First registration: May 15, 2020
Dual registered: yes, broker-dealer
Other names: Kyle Cline|KYLE DONALD CLINE|Kyle D Cline
IAPD individual key: 7035542

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
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 11, 2025	n/a	yes	Seattle, WA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 8, 2024	Sep 2, 2025	no	BELLEVUE, WA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jan 6, 2023	Oct 26, 2024	no	Seattle, WA\|Poulsbo, WA\|seattle, WA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jun 30, 2020	Dec 16, 2022	no	SEATTLE, WA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	May 15, 2020	Jun 29, 2020	no	Seattle, WA	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	J.P. MORGAN SECURITIES LLC	Sep 2, 2025	Sep 11, 2025	9	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 26, 2024	Nov 8, 2024	13	Firm change	Wirehouse to wirehouse
OPPENHEIMER & CO. INC.	J.P. MORGAN SECURITIES LLC	Dec 16, 2022	Jan 6, 2023	21	Firm change	Ibd to wirehouse
U.S. BANCORP INVESTMENTS, INC.	OPPENHEIMER & CO. INC.	Jun 29, 2020	Jun 30, 2020	1	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jan 6, 2023 to Oct 26, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 8, 2024 to Sep 2, 2025factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jun 30, 2020 to Dec 16, 2022factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
May 15, 2020 to Jun 29, 2020factForm ADV

Dated events

Occurred
Sep 2, 2025
Advisor changed firm
Kyle Cline left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2025-09-11)
Form ADVobserved 5 days ago
Occurred
Oct 26, 2024
Advisor changed firm
Kyle Cline left J.P. Morgan Securities Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-11-08)
Form ADVobserved 5 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Kyle Cline left Oppenheimer & Co. Inc. for J.P. Morgan Securities Llc (registered 2023-01-06)
Form ADVobserved 5 days ago