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RIA / WealthAdvisorCertified Financial Planner12 years in industry

KYLE ADAM LEONARD

Advisor at SEMMAX FINANCIAL ADVISORS, INC.

WINSTON-SALEM, NC

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Search this name across graphsid dfx:ria:d3d410ac-747e-4dae-56c6-e58ee998c106

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 9, 2014 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: SEMMAX FINANCIAL ADVISORS, INC.
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 9, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 22, 2019
First registration: Jun 9, 2014
Dual registered: no
Other names: KYLE ADAM LEONARD|Kyle Leonard
IAPD individual key: 6312308

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
SEMMAX FINANCIAL ADVISORS, INC.	Independent wealth	Jul 20, 2023	n/a	yes	WINSTON-SALEM, NC	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Aug 18, 2021	Jul 11, 2023	no	Winston-Salem, NC\|Charlotte, NC\|Clemmons, NC	Previous registration
ADAPTFIRST INVESTMENTS LLC	State registered	May 19, 2021	Jul 30, 2021	no	Mt. Airy, NC	Previous registration
FUND DIRECT ADVISORS INC.	Institutional manager	Jan 28, 2020	May 18, 2021	no	GREENSBORO, NC	Previous registration
FUND DIRECT ADVISORS INC.	Institutional manager	Jan 22, 2019	Dec 31, 2019	no	GREENSBORO, NC\|GREENSBORO, NC	Previous registration
EDWARD JONES	National bd RIA	Jun 9, 2014	Mar 17, 2015	no	Maryland Heights, MO\|Maryland Heights, MO\|CLEMMONS, NC	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
CUSO FINANCIAL SERVICES, L.P.	SEMMAX FINANCIAL ADVISORS, INC.	Jul 11, 2023	Jul 20, 2023	9	Firm change	Ibd to RIA
ADAPTFIRST INVESTMENTS LLC	CUSO FINANCIAL SERVICES, L.P.	Jul 30, 2021	Aug 18, 2021	19	Firm change	Other
FUND DIRECT ADVISORS INC.	ADAPTFIRST INVESTMENTS LLC	May 18, 2021	May 19, 2021	1	Firm change	Other
EDWARD JONES	FUND DIRECT ADVISORS INC.	Mar 17, 2015	Jan 22, 2019	1,407	Firm change after gap	Other

Relationships

Registered with (5)

→ SEMMAX FINANCIAL ADVISORS, INC.Registered adviserregistration: current employment
Jul 20, 2023 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Aug 18, 2021 to Jul 11, 2023factForm ADV
→ ADAPTFIRST INVESTMENTS LLCRegistered adviserregistration: previous registration
May 19, 2021 to Jul 30, 2021factForm ADV
→ FUND DIRECT ADVISORS INC.Registered adviserregistration: previous registration
Jan 28, 2020 to May 18, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 9, 2014 to Mar 17, 2015factForm ADV

Dated events

Occurred
Jul 11, 2023
Advisor changed firm
Kyle Adam Leonard left Cuso Financial Services, L.P. for Semmax Financial Advisors, Inc. (registered 2023-07-20)
Form ADVobserved 5 days ago