Kyle C. Carlin
Professional summary
Kyle Christopher Carlin, who also goes by Kyle C Carlin, Kyle Carlin, Kyle C Carlson, is a registered financial professional currently at GREEN PIER FINTECH LLC located in Boston, Massachusetts.
Kyle is registered as a RR (Registered Representative) and started their career in finance in 2000. Kyle has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 10, Series 9, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kyle Christopher Carlin's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2022 - Present
GREEN PIER FINTECH LLC
Office #1: 245 Summer Street V3a, Boston, MA 02210June 22, 2020 - July 20, 2021
FIDELITY BROKERAGE SERVICES LLC
October 12, 2007 - May 20, 2011
FIDELITY BROKERAGE SERVICES LLC
October 12, 2007 - April 20, 2022
NATIONAL FINANCIAL SERVICES LLC
March 14, 2000 - December 5, 2006
BROWNCO, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 2/5/2025
Operations Professional ExaminationCboe EDGX Exchange, Inc.
FINRA
Nasdaq Stock Market
Current Firm
GREEN PIER FINTECH LLC
CRD#: 313305 / SEC#: , 8-70700
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| DESJOURDY, BRIAN | VP STRATEGY | 2520622 |
| HOLMES, GARY | CHIEF COMPLIANCE OFFICER | 3171812 |
| MORAN, EDWARD MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1273715 |
| PRICE, MATTHEW | CHIEF EXECUTIVE OFFICER | 1417511 |
| SMITH, JORDAN | PRINCIPAL FINANCIAL OFFICER | 6534026 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
GREEN PIER FINTECH LLC
CRD#: 313305Boston, MA 02210TRUST BUT VERIFY
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