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

SCHWALLIER WEALTH 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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 4, 2019

First registration

Mar 4, 2019

Dual registered

no

Other names

KYLE Robert SCHWALLIER|KYLE R SCHWALLIER|KYLE SCHWALLIER

IAPD individual key

6621347

• Occurred

  Jan 12, 2024
  Advisor changed firm

  Kyle R Schwallier left Fidelity Personal And Workplace Advisors for Schwallier Wealth Management (registered 2025-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8da0eb43-79dc-d492-65d2-6ea327ac217d

First observed

Mar 4, 2019

Last observed

Sep 14, 2026 6 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.