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RIA / WealthAdvisor30 years in industry

Gregory Fuller Kite

Advisor at POLLEY WEALTH MANAGEMENT LLC

ORLANDO, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2007 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: POLLEY WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Sep 17, 2007
First registration: Sep 24, 2007
Dual registered: no
Other names: GREG KITE|Greg Kite
IAPD individual key: 1736279

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
POLLEY WEALTH MANAGEMENT LLC	State registered	Oct 20, 2020	n/a	yes	ORLANDO, FL	Current employment
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Nov 1, 2018	Oct 12, 2020	no	TAMPA, FL	Previous registration
INNOVATION PARTNERS LLC	Independent wealth	Mar 20, 2014	Jun 28, 2018	no	CHARLOTTE, NC\|WINDERMERE, FL	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Feb 25, 2013	Dec 31, 2013	no	WINTER PARK, FL	Previous registration
GLOBAL ASSET MANAGEMENT GROUP	n/a	Oct 13, 2009	Jan 29, 2013	no	WINTER SPRINGS, FL	Previous registration
FINANCIAL LEADERSHIP ADVISORS, INC.	n/a	Sep 24, 2007	Oct 15, 2009	no	ALPHARETTA, GA\|WINDERMERE, FL	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
TRANSAMERICA FINANCIAL ADVISORS, LLC	POLLEY WEALTH MANAGEMENT LLC	Oct 12, 2020	Oct 20, 2020	8	Firm change	Ibd to state RIA
INNOVATION PARTNERS LLC	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jun 28, 2018	Nov 1, 2018	126	Firm change	Ibd to ibd
TRANSAMERICA FINANCIAL ADVISORS, LLC	INNOVATION PARTNERS LLC	Dec 31, 2013	Mar 20, 2014	79	Firm change	Other
GLOBAL ASSET MANAGEMENT GROUP	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 29, 2013	Feb 25, 2013	27	Firm change	Other
FINANCIAL LEADERSHIP ADVISORS, INC.	GLOBAL ASSET MANAGEMENT GROUP	Oct 15, 2009	Oct 13, 2009	-2	Firm change	Other

Relationships

Registered with (5)

→ POLLEY WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Oct 20, 2020 to presentfactForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 1, 2018 to Oct 12, 2020factForm ADV
→ INNOVATION PARTNERS LLCRegistered adviserregistration: previous registration
Mar 20, 2014 to Jun 28, 2018factForm ADV
→ GLOBAL ASSET MANAGEMENT GROUPRegistered adviserregistration: previous registration
Oct 13, 2009 to Jan 29, 2013factForm ADV
→ FINANCIAL LEADERSHIP ADVISORS, INC.Registered adviserregistration: previous registration
Sep 24, 2007 to Oct 15, 2009factForm ADV

Dated events

No dated event names this entity yet.