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

LPL FINANCIAL LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 6, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63

First exam

Mar 6, 1991

First registration

Nov 14, 2001

Dual registered

yes, broker-dealer

Other names

KYLE WILLIAM GRAYSON|KYLE GRAYSON

IAPD individual key

2116632

• Occurred

  May 17, 2024
  Advisor changed firm

  Kyle William Grayson left Osaic Fs, Inc. for Independent Advisers Group Corp (registered 2002-02-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a3beba1-207e-1bb4-7f4e-f8b7c8bee51f

First observed

Nov 14, 2001

Last observed

Sep 15, 2026 4 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.