Kyle D. Glover

THREE SEASONS WEALTH

Salt Lake City, UT 84111

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CRD#: 3027764

Professional summary

Kyle D Glover, CFP®, who also goes by Kyle David Glover, Kyle Glover, is a registered financial advisor currently at THREE SEASONS WEALTH located in Salt Lake City, Utah.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kyle has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle David Glover | Kyle Glover

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.

MKG INVESTING LLC, PASSIVE REAL ESTATE INVESTOR, POSITION: MEMBER, START DATE 8/22/24, LESS THAN 1 HOUR PER MONTH. 1998 KGNG LLC, NATURE OFBUSINESS: INVESTING, POSITION: MANAGER, START DATE 5/30/2024, LESS THAN 1 HOUR PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle D Glover's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 13, 2024 - Present

THREE SEASONS WEALTH

Office #1: 111 East Broadway Ste 1250, Salt Lake City, UT 84111

RIA

CRD#: 326517

Salt Lake City, UT

Past

October 13, 2021 - August 14, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Sandy, UT

Past

October 13, 2021 - August 14, 2024

MORGAN STANLEY

CRD#: 149777

Sandy, UT

Past

September 30, 2015 - September 5, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

SANDY, UT

Past

January 3, 2006 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

August 18, 2000 - December 31, 2005

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

February 15, 2000 - July 21, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 22, 1999 - December 17, 1999

MORGAN STANLEY DEAN WITTER ONLINE INC.

CRD#: 34925

SAN FRANCISCO, CA

Past

June 15, 1998 - April 1, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THREE SEASONS WEALTH

CRD#: 326517 / SEC#: 801-127982

RIA

Registered Investment Advisory firm - (5/12/2023 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(9/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/29/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 5/2/2006

Registered Options Principal Examination

Principal/Supervisory Exam

Series 10

Date: 6/7/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/7/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 10/27/1999

General Securities Principal Examination

Current Firm

THREE SEASONS WEALTH

CRD#: 326517 / SEC#: 801-127982

RIA

Registered Investment Advisory firm - (5/12/2023 Approved)

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Contact information

Main Address

111 East Broadway Ste 1250, Salt Lake City, UT 84111

Mailing Address

Phone number

(801) 662-0585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THREE SEASONS WEALTH FORM ADV PART 2A (8/5/2025)

THREE SEASONS WEALTH FORM ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	770
AUM (Assets Under Management)	$ 361,708,421

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.

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Advisor Monitoring

Firm Stability Insights

Kyle D. Glover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle D Glover's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

HARRISDIRECT LLC

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DEAN WITTER ONLINE INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

THREE SEASONS WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2015

Series 63

Date: 7/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 6/12/1998

Series 4

Date: 5/2/2006

Series 10

Date: 6/7/2000

Series 9

Date: 4/7/2000

Series 24

Date: 10/27/1999

Current Firm

THREE SEASONS WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THREE SEASONS WEALTH

TRUST BUT VERIFY

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