KF
Kyle Fairall
REDWOOD INVESTMENT GROUP,
Fort Bragg, CA 95437
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CRD#: 6313351
KF
Professional summary
Kyle Fairall is a registered financial advisor currently at REDWOOD INVESTMENT GROUP, INC located in Fort Bragg, California and GOLDEN STATE WEALTH MANAGEMENT, LLC located in Fort Bragg, California.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kyle has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1.1/16/2015:REDWOOD INVESTMENTS--InvestRel--AtReptBusLoc(s)--DBAforLPL Business--Started12/29/2014--40Hrs/Mo.;4HrsDuringSecuritiesTrading. 2.2/29/2016:Golden State Wealth Management--InvestRel--AtReptBusLoc(s)--DBAforLPL Business--Started03/01/2016--20Hrs/Mo.;1HrDuringSecuritiesTrading. 3.3/2/2016:Redwood Investment Group, Inc.--InvestRel--AtReptBusLoc(s)--RIA/Hybrid--STARTED04/20/14--140Hrs/Mo.;6 HrsDuringSecuritiesTrading. 4.3/2/2016:Golden State Wealth Management, LLC--InvestRel--AtReptBusLoc(s)--RIA/Hybrid--STARTED03/01/201620Hrs/Mo.;1HrDuringSecuritiesTrading. 5.10/8/2018:Redwood Investments--InvestRel--AtReptBusLoc(s)--DBAforLPL Business--Started10/02/2018--40Hrs/Mo.DuringTrading. 6.10/9/2018--Redwood Investment Group, Inc.--DBA:Redwood Investments--InvestRel--AtReptBusLoc(s)--RIA/DBA--IAR--Started10/02/2018--40Hrs/Mo.DuringTrading--I provide investment advisory services through Redwood Investment Group Inc., an independent investment advisor firm. I started this business activity in April 2014. I expect to spend about 40 hours/month on this activity. Please see the advisory firm's Form ADV.. 7.2/6/2019:golden state wealth management--DBA:Golden State--InvestRel--AtReptBusLoc(s)--DBAforLPL Business--Started10/30/2018--40Hrs/Mo.DuringSecuritiesTrading. 8.2/12/2019:Golden State Wealth Management, LLC--DBA:Golden State (Hybrid)--InvestRel--AtReptBusLoc(s)--RIA/DBA--IAR--Started10/30/2018--40Hrs/Mo.DuringTrading--I provide investment advisory services through Golden State Wealth Management, an independent investment advisor firm. I started this business activity in Feb 2016. I expect to spend about 40 hours/month on this activity. Please see the advisory firm's Form ADV.. 9.3/5/2019:Golden State Equity Partners, LLC--InvestRel--AtReptBusLoc(s)--RIA/DBA--Started02/20/2019--3Hrs/Mo.;1HrDuringTrading--I provide administrative services through Golden State Equity Partners, an independent investment advisor firm. I started this business activity in Feb 2019. I expect to spend about 3 hours/month on this activity. Please see the advisory firm's Form ADV.. 10.3/26/2019:Golden State Asset Management--InvestRel--AtReptBusLoc(s)--RIA/DBA--Started12/28/2018--30Hrs/Mo.;1HrDuringTrading--I provide investment advisory services through Golden State Asset Management, an independent investment advisor firm. I started this business activity in March 2019. I expect to spend about 30 hours/month on this activity. Please see the advisory firm's Form ADV.. 11.10/20/2020:Golden State Asset Management--DBA:Stella Nova--InvestRel--AtReptBusLoc(s)--RIA/DBA--Member--Started9/1/2020--120Hrs/Mo.;8HrsDuringTrading--TimeSpent 70%--I provide investment advisory services through Golden State Asset Management, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend about 120 hours/month on this activity. Please see the advisory firm's Form ADV... 12. 01/18/2022 - Golden State Asset Management, LLC-WY - Not Investment Related - 201 E. Sandpointe Ave, Ste 460. South Coast Metro CA 942691 - Business Entity For Tax/Investment Purposes Only - Start Date: 12/21/2021 - 30 Hours Per Month/30 Hours During Trading. 13. 04/02/2024- Arimathea-Registered Investment Advisor Hybrid-INV REL-At Reported Bus Loc(s)-Started 3/5/2024-10hrs a mth/during trading-I provide investment advisory services through Arimathea, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV.. 14) 02/04/2025 - Fairall Ranch - Not Investment Related - At Reported Business Location(s)-Other - Agriculture - Start Date:01/15/2025 -5 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Fairall'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®
NoneExperience
Current
March 4, 2015 - Present
REDWOOD INVESTMENT GROUP, INC
Office #1: 319 N Main Street, Fort Bragg, CA 95437RIA
CRD#: 168017
Fort Bragg, CA
Current
February 29, 2016 - Present
GOLDEN STATE WEALTH MANAGEMENT, LLC
Office #1: 319 N. Main St, Fort Bragg, CA 95437RIA
CRD#: 167995
Fort Bragg, CA
Current
March 25, 2022 - Present
ASCENTIS ASSET MANAGEMENT, LLC
Office #1: 319 North Main Street, Fort Bragg, CA 95437RIA
CRD#: 318126
FORT BRAGG, CA
Current
July 18, 2014 - Present
LPL FINANCIAL LLC
Office #1: 319 North Main Street, Fort Bragg, CA 95437-3416RIA
BD
CRD#: 6413
Fort Bragg, CA
Past
July 10, 2020 - March 14, 2022
GOLDEN STATE ASSET MANAGEMENT
RIA
CRD#: 299649
FORT BRAGG, CA
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".
GS
GOLDEN STATE WEALTH MANAGEMENT, LLC
ARIMATHEA | WESTLAKE INVESTMENT ADVISORS | SWITCHBACKS CAPITAL | STELLAR WEALTH ADVISORS | SOLARIS WEALTH MANGEMENT | ROHLING WEALTH MANAGEMENT | RENAISSANCE WEALTH MANAGEMENT | RASMUSSEN ADVISORS | PREMIER CAPITAL WEALTH MANAGEMENT | PRECISION CAPITAL MANAGEMENT | POINTWEALTH CAPITAL MANAGEMENT | PERCISION CAPITAL MANAGEMENT | PEEK WEALTH | OMEGA WEALTH MANAGEMENT | OGDEN WEALTH MANAGEMENT & PLANNING SERVICES | OGDEN WEALTH MANAGEMENT | OAKMONT FINANCIAL GROUP, LLC | MILLER WEALTH MANAGEMENT | MATZ WEALTH MANAGEMENT | LUNDQVIST WEALTH STRATEGIES | LAGUNA POINT WEALTH ADVISORS | ISAAC KIM WEALTH MANAGEMENT | IDEAL LIFE WEALTH MANAGEMENT, LLC | IDEAL LIFE WEALTH MANAGEMENT | HENARES, PREISLER & ASSOCIATES, INC. | GSWM | GSAM | GRANITE BAY WEALTH MANAGEMENT | GOLDEN STATE WEALTH MANAGEMENT, LLC | GOLDEN STATE EQUITY PARTNERS | GOLDEN STATE ASSET MANAGEMENT | GOLDEN STATE | FAGO WEALTH MANAGEMENT | ENVISION WEALTH STRATEGIES | CURT HOWARD WEALTH MANAGEMENT AND INSURANCE SOLUTIONS | CROSSROADS WEALTH ADVISORS | CORNERSTONE FINANCIAL | CONSOLIDATED FINANCIAL MANAGEMENT | COMPANION WEALTH MANAGEMENT | CHAMPLAIN WEALTH ADVISORS | BY THE SEA WEALTH MANAGEMENT | BUR OAK WEALTH MANAGEMENT | AURUM INVESTMENT MANAGEMENT
CRD#: 167995 / SEC#: 801-107445
RIA
Registered Investment Advisory firm - (3/21/2016 Approved)California
Registered Investment Advisory firm - (4/28/2016 Terminated)Washington
Registered Investment Advisory firm - (4/29/2016 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/6/2015)
RR
Arkansas(12/3/2024)
RR
California(9/26/2014)
IAR
California(3/4/2015)
RR
Colorado(12/3/2024)
RR
Florida(1/6/2015)
RR
Idaho(12/3/2024)
RR
Illinois(12/3/2024)
RR
Nevada(8/10/2016)
RR
North Carolina(7/15/2021)
RR
Ohio(12/3/2024)
RR
Oklahoma(12/13/2024)
RR
Oregon(1/6/2015)
RR
Pennsylvania(1/3/2022)
RR
Texas(12/3/2024)
RR
Virginia(1/6/2015)
RR
Washington(1/6/2015)
RR
Wisconsin(11/9/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GOLDEN STATE WEALTH MANAGEMENT, LLC
ARIMATHEA | WESTLAKE INVESTMENT ADVISORS | SWITCHBACKS CAPITAL | STELLAR WEALTH ADVISORS | SOLARIS WEALTH MANGEMENT | ROHLING WEALTH MANAGEMENT | RENAISSANCE WEALTH MANAGEMENT | RASMUSSEN ADVISORS | PREMIER CAPITAL WEALTH MANAGEMENT | PRECISION CAPITAL MANAGEMENT | POINTWEALTH CAPITAL MANAGEMENT | PERCISION CAPITAL MANAGEMENT | PEEK WEALTH | OMEGA WEALTH MANAGEMENT | OGDEN WEALTH MANAGEMENT & PLANNING SERVICES | OGDEN WEALTH MANAGEMENT | OAKMONT FINANCIAL GROUP, LLC | MILLER WEALTH MANAGEMENT | MATZ WEALTH MANAGEMENT | LUNDQVIST WEALTH STRATEGIES | LAGUNA POINT WEALTH ADVISORS | ISAAC KIM WEALTH MANAGEMENT | IDEAL LIFE WEALTH MANAGEMENT, LLC | IDEAL LIFE WEALTH MANAGEMENT | HENARES, PREISLER & ASSOCIATES, INC. | GSWM | GSAM | GRANITE BAY WEALTH MANAGEMENT | GOLDEN STATE WEALTH MANAGEMENT, LLC | GOLDEN STATE EQUITY PARTNERS | GOLDEN STATE ASSET MANAGEMENT | GOLDEN STATE | FAGO WEALTH MANAGEMENT | ENVISION WEALTH STRATEGIES | CURT HOWARD WEALTH MANAGEMENT AND INSURANCE SOLUTIONS | CROSSROADS WEALTH ADVISORS | CORNERSTONE FINANCIAL | CONSOLIDATED FINANCIAL MANAGEMENT | COMPANION WEALTH MANAGEMENT | CHAMPLAIN WEALTH ADVISORS | BY THE SEA WEALTH MANAGEMENT | BUR OAK WEALTH MANAGEMENT | AURUM INVESTMENT MANAGEMENT
CRD#: 167995 / SEC#: 801-107445
RIA
Registered Investment Advisory firm - (3/21/2016 Approved)California
Registered Investment Advisory firm - (4/28/2016 Terminated)Washington
Registered Investment Advisory firm - (4/29/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 E. Sandpointe Avenue #460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,434 |
| AUM (Assets Under Management) | $ 1,835,285,996 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GOLDEN STATE WEALTH MANAGEMENT, LLC
CRD#: 167995Fort Bragg, CA 95437TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
