AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KT

Kyle J. Thompson

Some features on this profile are disabled
CRD#: 1765832
KT

Professional summary


Kyle Jay Thompson was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kyle is a previously registered financial advisor and started their career in finance in 1988. Prior to being barred, Kyle had worked at 9 firms, which includes THOMPSON CONSULTING INC., SPC, PARKLAND SECURITIES LLC, WALNUT STREET SECURITIES INC., OSAIC WEALTH INC., WMA SECURITIES INC., SECURIAN FINANCIAL SERVICES INC., CADARET GRANT & CO. INC., NYLIFE SECURITIES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 16, 2003 - December 31, 2007

THOMPSON CONSULTING, INC.

RIA
CRD#: 125371
COTTONWOOD HEIGHTS, UT
Past

November 13, 2002 - June 20, 2003

SPC

RIA
CRD#: 110692
SALT LAKE CITY, UT
Past

February 9, 2002 - August 6, 2004

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
ANN ARBOR, MI
Past

May 14, 1997 - February 9, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

July 19, 1996 - May 8, 1997

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

December 23, 1994 - August 5, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

February 16, 1994 - December 30, 1994

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

November 12, 1992 - December 31, 1993

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

August 6, 1991 - November 12, 1992

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

February 24, 1988 - April 23, 1991

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

TRUST BUT VERIFY

Monitor Kyle Thompson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics