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

HUNTINGTON FINANCIAL ADVISORS

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 13, 2019

First registration

Feb 14, 2019

Dual registered

yes, broker-dealer

Other names

Kyle Wachli|Kyle William Walchli|Kyle Walchli

IAPD individual key

6932242

• Occurred

  Jul 6, 2026
  Advisor changed firm

  Kyle William Walchli left J.P. Morgan Securities Llc for Huntington Financial Advisors (registered 2026-07-09)

  Form ADVobserved 4 days ago
• Occurred

  Aug 20, 2025
  Advisor changed firm

  Kyle William Walchli left Huntington Financial Advisors for J.P. Morgan Securities Llc (registered 2025-08-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c50322e0-3442-3b65-e9cc-5f3862e591fd

First observed

Feb 14, 2019

Last observed

Sep 14, 2026 5 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.