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

SENECA PRIVATE WEALTH, LLC

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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 18, 2021

First registration

Jul 30, 2021

Dual registered

no

Other names

Kyle Fulton

IAPD individual key

7400736

• Occurred

  Apr 11, 2025
  Advisor changed firm

  Kyle Spencer Fulton left Lpl Financial Llc for Seneca Private Wealth, Llc (registered 2025-04-03)

  Form ADVobserved 6 days ago
• Occurred

  May 16, 2023
  Advisor changed firm

  Kyle Spencer Fulton left Finwell, Inc. for Lpl Financial Llc (registered 2023-05-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb32e016-4c8f-85c7-9307-1925752935a0

First observed

Jul 30, 2021

Last observed

Sep 14, 2026 7 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.