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

NATIONS FINANCIAL GROUP, 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

Oct 21, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 21, 2011

First registration

Oct 24, 2011

Dual registered

yes, broker-dealer

Other names

KYLE GRIFFIN

IAPD individual key

5761604

• Occurred

  Dec 20, 2022
  Advisor changed firm

  Kyle James Griffin left Wells Fargo Advisors for Nations Financial Group, Inc. (registered 2022-12-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d5c9db74-06c6-2ef6-7781-dd70274dbe6b

First observed

Oct 24, 2011

Last observed

Sep 15, 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.