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RIA / WealthAdvisor10 years in industry

KYLE ANDREW SPIEWAK

Advisor at PACIFIC POINT ADVISORS, LLC

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:ee4d212e-3acb-92e2-d468-b575514c1fb7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 12, 2019 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: PACIFIC POINT ADVISORS, 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: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 19, 2019
First registration: Feb 12, 2019
Dual registered: no
IAPD individual key: 7073487

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
PACIFIC POINT ADVISORS, LLC	Independent wealth	Apr 1, 2025	n/a	yes	SAN DIEGO, CA	Current employment
DEL MAR WEALTH ADVISORS	n/a	Jan 25, 2021	Apr 14, 2025	no	SAN CLEMENTE, CA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 25, 2019	Feb 1, 2021	no	IRVING, TX	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Feb 12, 2019	Oct 25, 2019	no	BISHOP, CA\|MAMMOTH LAKES, CA\|SAN DIEGO, CA	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
DEL MAR WEALTH ADVISORS	PACIFIC POINT ADVISORS, LLC	Apr 14, 2025	Apr 1, 2025	-13	Firm change	Other
AVANTAX ADVISORY SERVICES	DEL MAR WEALTH ADVISORS	Feb 1, 2021	Jan 25, 2021	-7	Firm change	Other
1ST GLOBAL ADVISORS INC	AVANTAX ADVISORY SERVICES	Oct 25, 2019	Oct 25, 2019	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (4)

→ PACIFIC POINT ADVISORS, LLCRegistered adviserregistration: current employment
Apr 1, 2025 to presentfactForm ADV
→ DEL MAR WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 25, 2021 to Apr 14, 2025factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 25, 2019 to Feb 1, 2021factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Feb 12, 2019 to Oct 25, 2019factForm ADV

Dated events

Occurred
Apr 14, 2025
Advisor changed firm
Kyle Andrew Spiewak left Del Mar Wealth Advisors for Pacific Point Advisors, Llc (registered 2025-04-01)
Form ADVobserved 5 days ago