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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist12 years in industry

KYLE PHILLIP STUCKEY

Advisor at ETHOS FINANCIAL GROUP, LLC

KING OF PRUSSIA, PA | CAMP HILL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fbc1fdfe-2c39-7786-9c53-3fbced93914e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 27, 2013 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: ETHOS FINANCIAL GROUP, 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: Nov 25, 2013earliest 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: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S66
First exam: Nov 25, 2013
First registration: Nov 27, 2013
Dual registered: no
Other names: KYLE P STUCKEY
IAPD individual key: 6224932

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
ETHOS FINANCIAL GROUP, LLC	Independent wealth	Dec 6, 2024	n/a	yes	KING OF PRUSSIA, PA\|CAMP HILL, PA	Current employment
ALMANACK INVESTMENT PARTNERS	Independent wealth	Aug 13, 2021	Dec 6, 2024	no	NEWTOWN SQUARE, PA\|Mechanicsburg, PA\|Camp Hill, PA	Previous registration
JFS WEALTH ADVISORS, LLC	Independent wealth	Aug 2, 2017	Aug 13, 2021	no	Camp Hill, PA	Previous registration
KFG WEALTH MANAGEMENT, LLC	n/a	Jul 12, 2016	Sep 11, 2017	no	CAMP HILL, PA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jan 9, 2015	Jun 20, 2017	no	CAMP HILL, PA	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Nov 27, 2013	Jan 26, 2015	no	Mechanicsburg, PA	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
ALMANACK INVESTMENT PARTNERS	ETHOS FINANCIAL GROUP, LLC	Dec 6, 2024	Dec 6, 2024	0	Firm change	RIA to RIA
JFS WEALTH ADVISORS, LLC	ALMANACK INVESTMENT PARTNERS	Aug 13, 2021	Aug 13, 2021	0	Firm change	RIA to RIA
KFG WEALTH MANAGEMENT, LLC	JFS WEALTH ADVISORS, LLC	Sep 11, 2017	Aug 2, 2017	-40	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	KFG WEALTH MANAGEMENT, LLC	Jun 20, 2017	Jul 12, 2016	-343	Firm change after gap	Other
CONCOURSE FINANCIAL GROUP ADVISORS	INVEST FINANCIAL CORPORATION	Jan 26, 2015	Jan 9, 2015	-17	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
282428:321748:PA:2024-12-06	Dec 6, 2024	Dec 6, 2024	CAMP HILL, PA	Firm change
145051:282428:PA:2021-08-13	Aug 13, 2021	Aug 13, 2021	CAMP HILL, PA	Firm change

Relationships

Registered with (6)

→ ETHOS FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Dec 6, 2024 to presentfactForm ADV
→ ALMANACK INVESTMENT PARTNERSRegistered adviserregistration: previous registration
Aug 13, 2021 to Dec 6, 2024factForm ADV
→ JFS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 2, 2017 to Aug 13, 2021factForm ADV
→ KFG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 12, 2016 to Sep 11, 2017factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jan 9, 2015 to Jun 20, 2017factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Nov 27, 2013 to Jan 26, 2015factForm ADV

Dated events

Occurred
Dec 6, 2024
Advisor changed firm
Kyle Phillip Stuckey left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2024-12-06)
Form ADVobserved 4 days ago