Kyle M. Kirchgraber
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 Michael Kirchgraber was a registered financial professional .
Kyle is a previously registered financial professional and started their career in finance in 2012. Kyle had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 10, 2018 - October 8, 2019
CLOVER LEAF FINANCIAL, LLC
November 1, 2018 - August 26, 2019
SUMMIT BROKERAGE SERVICES, INC.
November 3, 2017 - October 31, 2018
CADARET, GRANT & CO., INC.
April 30, 2015 - February 7, 2017
MANNING & NAPIER INVESTOR SERVICES, INC.
October 10, 2012 - February 20, 2013
EQUITABLE ADVISORS, 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
Current Firm
CLOVER LEAF FINANCIAL, LLC
CRD#: 287550 / SEC#: 801-110029
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 35,000 |
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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