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Registered advisor
K••• M•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kyle Duane Martin
At current firm
7 y
since Jan 2, 2019
In the industry
12 y
since Jan 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••••• F•••••••• N•••••• national BD currentsince Jan 2, 2019 · Wheaton, Il
- M•• I•••••••• S•••••••• L•• BD affiliatedAug 31, 2017 to Dec 31, 2018 · Bloomingdale, Il
- I•••••• A•••••••• I••• asset managerMay 19, 2015 to Jun 5, 2017 · Downers Grove, Il
Moves
a registration end followed by a registration begin elsewhere
- M•• I•••••••• S•••••••• L•• to C••••••••• F•••••••• N••••••left Dec 31, 2018, registered Jan 2, 2019 (2 days) · Affiliated broker-dealer or bank to another
- I•••••• A•••••••• I••• to M•• I•••••••• S•••••••• L••left Jun 5, 2017, registered Aug 31, 2017 (87 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address