Kylle D. Little

SHIFT 4 ADVISORS

MURRIETA, CA 92562

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CRD#: 5566663

Professional summary

Kylle Duane Little, who also goes by Kylle D Little, is a registered financial advisor currently at SHIFT 4 ADVISORS, INC. located in Murrieta, California.

Kylle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kylle has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kylle D Little

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.

1) KLittle Accounting Inc. - President and Accountant. 01/2009 to Present. Duties include offering tax preparation, bookkeeping and payroll and accounting services. 50% of time spent on this activity, all during normal business hours. Not Investment-Related. 25109 Jefferson Ave, Suite 315, Murrieta, CA 92562. 50% of time spent on this activity, all during normal business hours. 2) Insurance Agent - Duties include offering insurance products and services to clients and prospects. Investment-Related. 25109 Jefferson Ave, Suite 315, Murrieta, CA 92562. 25% of time spent on this activity, all during normal business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kylle Duane Little's 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®

None

Experience

Current

March 18, 2025 - Present

SHIFT 4 ADVISORS, INC.

Office #1: 25109 Jefferson Avenue Suite 315, Murrieta, CA 92562

RIA

CRD#: 329628

MURRIETA, CA

Past

February 8, 2024 - December 31, 2024

SHIFT 4 ADVISORS, INC.

RIA

CRD#: 329628

Murrieta, CA

Past

February 20, 2019 - December 31, 2023

PALOMAR ADVISORS INC.

RIA

CRD#: 285358

MURRIETA, CA

Past

April 19, 2012 - April 4, 2019

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

MURRIETA, CA

Past

September 8, 2010 - April 17, 2012

PRUCO SECURITIES, LLC.

CRD#: 5685

SAN DIEGO, CA

Past

December 11, 2009 - June 22, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MURRIETA, CA

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

California
(3/18/2025)

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 65

Date: 1/9/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/2/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SHIFT 4 ADVISORS, INC.

CRD#: 329628 / SEC#:

California

Registered Investment Advisory firm - (3/18/2025 Approved)

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Contact information

Main Address

25109 Jefferson Avenue Suite 315, Murrieta, CA 92562

Mailing Address

Phone number

(949) 633-9811

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Kylle D. Little

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kylle Duane Little's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHIFT 4 ADVISORS, INC.

SHIFT 4 ADVISORS, INC.

PALOMAR ADVISORS INC.

AVANTAX INVESTMENT SERVICES, INC.

PRUCO SECURITIES, LLC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/9/2019

Series 63

Date: 12/15/2009

SIE

Date: 10/1/2018

Series 6

Date: 9/2/2008

Current Firm

SHIFT 4 ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

SHIFT 4 ADVISORS, INC.

TRUST BUT VERIFY

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