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RIA / WealthAdvisorCertified Financial Planner12 years in industry

HERBERT DWAYNE KYLES

Advisor at FARTHER

Overland Park, KS | Englewood, CO | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:eeb8e619-c9e4-b883-5e9f-e1a3a710149a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 13, 2016 to Sep 15, 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: FARTHER
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: May 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: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 3, 2014
First registration: May 13, 2016
Dual registered: no
Other names: Herbert D Kyles|HERBERT DWAYNE KYLES
IAPD individual key: 6364487

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
Farther	Independent wealth	Nov 1, 2024	n/a	yes	Overland Park, KS\|Englewood, CO\|SAN FRANCISCO, CA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 5, 2021	Jun 5, 2024	no	Boston, MA	Previous registration
SANTANDER SECURITIES	Bd affiliated wealth	Oct 2, 2018	Nov 27, 2020	no	East Milton, MA\|Westwood, MA\|Braintree, MA\|Plymouth, MA\|WEST ROXBURY, MA\|Abington, MA\|Boston, MA\|Chestnut Hill, MA\|Wellesley, MA\|Needham, MA\|BROOKLINE, MA\|Needham, MA\|Natick, MA\|Boston, MA\|WEST NEWTON, MA\|Newtonville, MA\|Watertown, MA	Previous registration
FINIVI INC.	Independent wealth	Mar 19, 2018	Oct 10, 2018	no	WESTBOROUGH, MA	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	May 13, 2016	Mar 14, 2018	no	WESTBOROUGH, MA	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
CHARLES SCHWAB & CO., INC.	Farther	Jun 5, 2024	Nov 1, 2024	149	Firm change	Ibd to RIA
SANTANDER SECURITIES	CHARLES SCHWAB & CO., INC.	Nov 27, 2020	Jan 5, 2021	39	Firm change	Ibd to ibd
FINIVI INC.	SANTANDER SECURITIES	Oct 10, 2018	Oct 2, 2018	-8	Firm change	RIA to ibd
SIGNATOR INVESTORS, INC.	FINIVI INC.	Mar 14, 2018	Mar 19, 2018	5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
468:292329:MA:2018-03-14	Mar 14, 2018	Mar 19, 2018	WESTBOROUGH, MA	Firm change

Relationships

Registered with (5)

→ FARTHERRegistered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 5, 2021 to Jun 5, 2024factForm ADV
→ SANTANDER SECURITIESRegistered adviserregistration: previous registration
Oct 2, 2018 to Nov 27, 2020factForm ADV
→ FINIVI INC.Registered adviserregistration: previous registration
Mar 19, 2018 to Oct 10, 2018factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
May 13, 2016 to Mar 14, 2018factForm ADV

Dated events

Occurred
Jun 5, 2024
Advisor changed firm
Herbert Dwayne Kyles left Charles Schwab & Co., Inc. for Farther (registered 2024-11-01)
Form ADVobserved 4 days ago