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KB

Kyle B. Barnas

Some features on this profile are disabled
CRD#: 5856725
KB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kyle Bengt Barnas was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2010. Kyle had worked at 2 firms and has passed the Series 66, Series 82TO, SIE, Series 3 and Series 7 exams.

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

December 18, 2023 - August 5, 2024

RM SECURITIES, LLC

BD
CRD#: 323671
ROCHESTER, NY
Past

January 10, 2011 - October 17, 2012

MORGAN STANLEY

RIA
CRD#: 149777
PALO ALTO, CA
Past

December 8, 2010 - October 17, 2012

MORGAN STANLEY

BD
CRD#: 149777
PALO ALTO, CA

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
RR
IAR
Series 66
Date: 1/7/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 10/31/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 6/14/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/21/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/7/2010
General Securities Representative Examination

Current Firm

RS
RM SECURITIES, LLC
REALTYMOGUL SECURITIES LLC | RM SECURITIES, LLC

CRD#: 323671 / SEC#: , 8-70996

BD
Terminated by SEC on 09/09/2025
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 09/06/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
REALTY MOGUL, CO.SOLE MEMBER
HELMAN, JILLIENE PAIGECEO/CCO6269130
MOCLAIR, KEVIN PATRICKCHIEF ACCOUNTING OFFICER, FINOP5751177

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

RM SECURITIES, LLC

CRD#: 323671

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